Task based organizational management system and method

ABSTRACT

A system and method of managing tasks and organizations is provided herein.

RELATED APPLICATIONS

This application is a non-provisional patent application claiming thebenefit of U.S. Provisional Patent Application No. 60/743,860 entitledTASK BASED ORGANIZATIONAL MANAGEMENT SYSTEM AND METHOD with the namedinventor Steven J. Johnson, filed on Mar. 28, 2006, which is herebyincorporated in its entirety by reference.

FIELD

The present invention relates to the field of organizational managementand more specifically to a rule-based platform for implementingorganizational activities.

BACKGROUND

Communication networks are well known in the computer communicationsfield. By definition, a network is a group of computers and associateddevices that are connected by communications facilities or links.Network communications can be of a permanent nature, such as via cables,or can be of a temporary nature, such as connections made throughtelephone or wireless links. Networks may vary in size, from a localarea network (“LAN”), consisting of a few computers or workstations andrelated devices, to a wide area network (“WAN”), which interconnectscomputers and LANs that are geographically dispersed, to a remote accessservice, which interconnects remote computers via temporarycommunication links. An internetwork, in turn, is the joining ofmultiple computer networks, both similar and dissimilar, by means ofgateways or routers that facilitate data transfer and conversion fromvarious networks. A well-known abbreviation for the term internetwork is“internet.” As currently understood, the capitalized term “Internet”refers to the collection of networks and routers that use the InternetProtocol (“IP”), along with higher-level protocols, such as theTransmission Control Protocol (“TCP”) or the Uniform Datagram Packet(“UDP”) protocol, to communicate with one another.

“Organizations” pursuing cost reductions and productivity increasescontinue to become more fluid and decentralized with multiple lines ofauthority and low head counts. The structure of these organizations iscomplex, changing and can include third parties as well as long-standingand ad-hoc teams, projects and processes.

The result of this trend is a lack of visibility, coordination andcontrol that leads to reduced organizational performance, wasted timeand money, lost revenue, burnout and turnover. This problem isrecognized, existing, strong and growing.

Technical applications that address this problem available in themarket, such as personal task lists, project management, Businessperformance management (“BPM”) and collaboration tools, are only partialsolutions to the market problem. Current applications are positioned atthe edges and cannot provide overall visibility, coordination orcontrol.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is an illustration of a Create a New Snowflake form, inaccordance with one embodiment.

FIG. 2 is an illustration of a Log-on form, in accordance with oneembodiment.

FIG. 3 is an illustration of a User Page, in accordance with oneembodiment.

FIG. 4 is an illustration of a Password entry form, in accordance withone embodiment.

FIG. 5 is an illustration of Email Modification form, in accordance withone embodiment.

FIG. 6 is an illustration of a Modify First User Page form, inaccordance with one embodiment.

FIG. 7 is an illustration of a Move First User Page form, in accordancewith one embodiment.

FIG. 8 is an illustration of a Move Page Request form, in accordancewith one embodiment.

FIG. 9 is an illustration of Move First User Page error display, inaccordance with one embodiment.

FIG. 10 is an illustration of a Delete First User Page form, inaccordance with one embodiment.

FIG. 11 is an illustration of a Delete First User Page error display, inaccordance with one embodiment.

FIG. 12 is an illustration of a Create the Task form, in accordance withone embodiment.

FIG. 13 is an illustration of a New Task Predecessor/Successor form, inaccordance with one embodiment.

FIG. 14 is an illustration of a New Task Schedule form, in accordancewith one embodiment.

FIG. 15 is an illustration of a Create Task for Sub-Page form, inaccordance with one embodiment.

FIG. 16 is an illustration of a Create Task for Team form, in accordancewith one embodiment.

FIG. 17 is an illustration of a Create Task for Allocation form, inaccordance with one embodiment.

FIG. 18 is an illustration of a Task Allocation Request form, inaccordance with one embodiment.

FIG. 19 is an illustration of Create New Sub-Page form, in accordancewith one embodiment.

FIG. 20 is an illustration of a View of a selected Sub-Page, inaccordance with one embodiment.

FIG. 21 is an illustration of a Sub-Page View of the selected Page, inaccordance with one embodiment.

FIG. 22 is an illustration of a Modify Sub-Page form, in accordance withone embodiment.

FIG. 23 is an illustration of a Move Sub-Page form, in accordance withone embodiment.

FIG. 24 is an illustration of a Delete Sub-Page confirmation form, inaccordance with one embodiment.

FIG. 25 is an illustration of a Create a New Team form, in accordancewith one embodiment.

FIG. 26 is an illustration of a Users View of the selected Team's TeamPage, in accordance with one embodiment.

FIG. 27 is an illustration of a Modify Team Members form, in accordancewith one embodiment.

FIG. 28 is an illustration of a Team Membership Invitation form, inaccordance with one embodiment.

FIG. 29 is an illustration of a Modify Team form, in accordance with oneembodiment.

FIG. 30 is an illustration of an Allocate Team form, in accordance withone embodiment.

FIG. 31 is an illustration of a Team Management Invitation form, inaccordance with one embodiment.

FIG. 32 is an illustration of Delete Team confirmation form, inaccordance with one embodiment.

FIG. 33 is an illustration of a Task Definition form, in accordance withone embodiment.

FIG. 34 is an illustration of a Status Update form, in accordance withone embodiment.

FIG. 35 is an illustration of a Sub-Task form, in accordance with oneembodiment.

FIG. 36 is an illustration of a Task Status Update form, in accordancewith one embodiment.

FIG. 37 is an illustration of a Task Schedule form, in accordance withone embodiment.

FIG. 38 is an illustration of a Change Task Manager form, in accordancewith one embodiment.

FIG. 39 is an illustration of a Task Manager Change Request form, inaccordance with one embodiment.

FIG. 40 is an illustration of a Change Task Manager Request form, inaccordance with one embodiment.

FIG. 41 is an illustration of a Change Task Performer form, inaccordance with one embodiment.

FIG. 42 is an illustration of a Task Performer Change Request form, inaccordance with one embodiment.

FIG. 43 is an illustration of a Change Task Performer Request form, inaccordance with one embodiment.

FIG. 44 is an illustration of a Change Task form, in accordance with oneembodiment.

FIG. 45 is an illustration of a Change Task Description Request form, inaccordance with one embodiment.

FIG. 46 is an illustration of a Change Task Dependencies form, inaccordance with one embodiment.

FIG. 47 is an illustration of a Change Task Schedule form, in accordancewith one embodiment.

FIG. 48 is an illustration of a Change Task Dependencies Request form,in accordance with one embodiment.

FIG. 49 is an illustration of a Change Task Schedule form, in accordancewith one embodiment.

FIG. 50 is an illustration of a Change Task Schedule Request form, inaccordance with one embodiment.

FIG. 51 is an illustration of Delete Task Confirmation form, inaccordance with one embodiment.

FIG. 52 is an illustration of a Delete Task Request form, in accordancewith one embodiment.

FIG. 53 is an illustration of a snowflake structure, in accordance withone embodiment.

FIG. 54 is a flowchart illustrating a Requested Operation sequence.

FIG. 55 is a diagram of an exemplary user device, in accordance with oneembodiment.

FIG. 56 is a diagram of an exemplary server, in accordance with oneembodiment.

DETAILED DESCRIPTION

The detailed description that follows is represented largely in terms ofprocesses and symbolic representations of operations by conventionalcomputer components, including a processor, memory storage devices forthe processor, connected display devices and input devices. Furthermore,these processes and operations may utilize conventional computercomponents in a heterogeneous distributed computing environment,including remote file Servers, computer Servers and memory storagedevices. Each of these conventional distributed computing components isaccessible by the processor via a communication network.

Reference is now made in detail to the description of the embodiments asillustrated in the drawings. While embodiments are described inconnection with the drawings and related descriptions, there is nointent to limit the scope to the embodiments disclosed herein. On thecontrary, the intent is to cover all alternatives, modifications andequivalents. Those of ordinary skill in the art will appreciate thatother embodiments, including additional devices, or combinations ofillustrated devices, may be added to, or combined, without limiting thescope to the embodiments disclosed herein.

Exemplary embodiments can expand outwardly while many currentapplications are not constructed in a way that will allow them to fillin the center of various exemplary embodiments' positioning (the gap)unless they completely restructure their offerings. Some advantages stemfrom exemplary embodiment's foundation Framework, Methodology andImplementation Architecture.

Because various exemplary embodiments deal with user functionalitycommon to many, if not all, types of operations they are not limited toany particular vertical. While various exemplary embodiments cancertainly be customized for particular verticals they are not limited tothem.

Embodiments can pull organizations back together and enable new levelsof efficiency and productivity.

An embodiment of an exemplary implementation is an on-demand rules-basedOrganizational Management Solution and functionality integrationPlatform. For the purpose of this document an exemplary embodiment willbe referred to as the Snowflake Platform or the “SP.” The SP providesIntegrated Task Management (coordination, visibility and control) forindividuals, organizations and multiple organization partnerships andalliances. It manages organizations, at various levels, as they areactually structured and operate. Additionally, the SP is designed tobecome a hub of on-demand functionality integration. The SP is anintelligent system that, without the need of an analyst, administratoror system integrator, creates flexible virtual representations of userorganizations that actively manage the layers of relationships betweenpeople and between their tasks (including third parties). Its design andrules automatically guide proper management process flow and providesecurity while enabling coordination, visibility and seamlessintegration internally and with outside organizations. The SP and theIntegrated Task Management (“ITM”) environment that rides upon itimprove a rules-based organization's ability to articulate taskassignments, coordinate timing of their performance and monitor statuswhile maintaining appropriate managerial authorities in today's complex,constantly changing and multi-party “organizations”.

A snowflake, in accordance with one embodiment, is the data used by theSP to embody an organization, its member, rules and activities.

As a Snowflake forms it automatically maps the organization's hierarchy,establishing authorities and visibility. Teams can also be created thatconsist of members from any number of Snowflakes with each Team havingits own authority hierarchy and visibility that are automaticallyintegrated into those of their member's Snowflakes. Tasks and processesthen ride on this structural foundation. Tasks also have an authoritystructure that is integrated into the system and the embodiment'sscheduling engine oversees the coordination of task performance.

The SP manages this overall authority, visibility and coordinationstructure for the users. The result is an intuitive implementation anduser experience. The SP enables flexibility while maintaining propercontrols and automatically providing appropriate notifications.

The SP benefits both individuals and organizations. It helps manage eachuser's activities and provides them with a concise custom real-timewindow into their organization. It acts as their agent by automaticallyperforming time consuming functions, watching their back and allowingthem to know “what's going on” at all times. The SP changes anorganization (including 3rd parties) from an unconnected group of peopleand tasks to a real-time integrated and optimized whole, ensuringmaximum resource utilization and optimum performance of the “machine”.It acts as a force multiplier and eliminates the huge and costly “grayareas” of uncertainty that exist in organizations.

An initial exemplary embodiment of the SP may comprise the SP platformand what can be called ITM functionality. An array of additionalfunctionality has been designed and, depending on user and marketfeedback, will be added through a combination of internal developmentand the integration of third party “partner” functionality.

Overview:

FIG. 53 shows parts of five Snowflakes 5350, 5360. One Snowflake 5350 inthe center is surrounded by four partial Snowflakes 5360. The Snowflakes5350, 5360 in FIG. 53 are made up of Circles 5320 and Lines 5330. Thecircles 5320 represent what can be called the “User Pages” of TaskPerformers/Managers (i.e. individuals, groups, machines, etc) and thelines 5330 represent (hierarchical) relationships between theCircles/User Pages. A Snowflake 5360, 5360 can combine any combinationof Task Performer types. For the purpose of discussion, suppose that thecircles 5320 shown in FIG. 53 represent individual people that work foran organization. A Snowflake can consist of any number of User Pages.

Generally, the Snowflake system is contained within:

Snowflake Platform;

Which houses the Snowflake Universe

Comprising a Data structure 5660 containing a number of Snowflakes

Snowflakes generally

-   -   Must have a Unique Name within the Snowflake Universe    -   Can contain one to any number of User Pages    -   Can only have one page that has no manager    -   A Snowflake/Company Name cannot have a “/” (or other designated        delimiter)    -   Department/division is an optional structure within a Snowflake        -   A department/division must have a Name        -   A department/division must be attached to a Snowflake        -   A department/division's Name must be unique within a            company/Snowflake    -   User Page In one embodiment a User Page has attributes such as:        ID#, Company ID, Department ID, Visibility, Manager ID, Name,        Creation Date & Time, Email, and Password. Other embodiments may        have more or less attribute for user pages.

A “User Page” is a building block of a Snowflake. As described below aUser Page is a customized integrated real-time web site (or other linkeddocument) that is automatically built/updated for each User/TaskPerformer in real time. Every User Page's Name is unique within itsSnowflake and every Snowflake Name is Unique within the—datastructure(s) that contains the Snowflakes (this data structure(s) can bereferred to as the Snowflake Universe). Therefore every User Page isuniquely Identified by its Snowflake Address (Snowflake Name/User PageName). All but one User Page in a Snowflake has what can be called aManager Page (the page above it in the hierarchy). These Manager Page5305 to User Page 5310 (Sub-Page/Direct Report) relationships are shownby the Lines 5315 in FIG. 53. The “Top” page 5305 in the organizationalhierarchy can be called a First User Page 5305 and because it does nothave a Manager Page it has some unique functionality described below.For Non-First User Pages 5310, certain functionality is routed throughtheir Manager Page for approval etc.

User Pages also belong to Departments/Divisions and Groups within theirSnowflake. Other Relationships between User Pages that are not shown inFIG. 53 include Team Management/Membership and Processes. Theserelationships are not confined within any particular Snowflake orSnowflakes.

Tasks are “Performed” and/or “Managed” by User Pages. Every TaskPerformed by a User Page must have a unique name (on that User Page).This enables every task in the Snowflake Universe to be uniquelyidentified by the combination of its Performers SnowflakeName/Performers Page Name/Task Name.

As described below, Tasks can be connected to other Tasks by variousdependency relationships including Parent Tasks, Sub-Tasks, PredecessorTasks and Successor Tasks. The SP system uses these dependencyrelationships to coordinate the performance of tasks within theSnowflake Universe. As described below, a Task's dependencies combine tocreate a window of time (“Window”) that the Task is to be performedwithin. The system calculates and enforces this Window when the task iscreated and throughout the “life” of the Task. A Task's Window maychange throughout its life due to the addition, removal or reschedulingof its dependencies, the modification of overlap allowances or the earlyor late completion of its dependencies. A Task's dependencies may be“from” any Snowflake.

“Soft” Task Schedules as described below are designed to change based onthe status of the Task's Predecessor(s). A Tasks start time is Soft ifit is defined to be equal to the actual finish time of itspredecessor(s) and a Tasks finish time is Soft if its start time is Softand its finish time is scheduled as a duration of time after the starttime.

Tasks can have a visibility of either Standard or hidden. A Hiddenvisibility Task can only be seen by its Manager, Performer and someDependencies (Possibly including: immediate Predecessor(s), immediateSuccessor(s), Parent(s) and immediate sub-task(s)).

Teams may have one Manager Page and can have any number of Member Pagesfrom any number of Snowflakes. Each Snowflake Team is uniquelyidentified by the combination of its Manager's Snowflake Name and itsTeam Name (Team Managers Snowflake Name/Team Name). Every Team Managedby a member of a particular Snowflake must have a different Name thanany other Team Managed by a member of that same Snowflake.

A Team Rule regarding Tasks is that the Task Performer and Task Managerof a Task Attached to a Team Must be the Manager or Members of the teamthe Task is attached to.

Teams are given a visibility, either Hidden or Standard. A HiddenVisibility Team can only be seen by its Manager and Members. Hiddenvisibility Teams may also be deleted when/if their Team Manager's Pageis Deleted.

The SP's security includes the appropriate Visibility of elements andits ability to recognize the Viewer/User and dynamically create andenforce “Drill Over” walls that will not allow Penetration Past certainpoints (i.e. into other Snowflake's beyond “immediate” Dependencies)

The SP automatically implements an authority hierarchy that determinesthe flow of the system's processes. As described in detail below,Manager Pages have certain authority over their Sub-Pages, Task Managershave certain authority over the Tasks they Manage and Team Managers havecertain authority over their Teams. Because the SP has rules definingthe specific authority required for Changes, Allocations, Moves andInvitations etc and recognizes the Viewer/User and what they areattempting to do, control within the organization is maintained. Whenthe system determines/recognizes that the User does not have authorityto directly implement a particular functionality that they areattempting, the system automatically routes a request to the User Pagethat has the appropriate authority. The request can then either beRejected or Accepted by the appropriate authority. Accepted requests arethen implemented. These Requests are referred to as RequestedOperations. (FIG. 54 shows a generic example Requested Operation flow.)

A user first submits an attempted function. 5410. After the submission,the SP determines whether the user has authority to complete theattempted function 5415. If the SP determines that the user does haveauthority 5420, the SP will complete the function and will notify theappropriate users via email 5425. If the SP determines that the userdoes not have the authority to complete the attempted function 5430, theSP will send the requested operation to a User Page that has authorityto complete the function 5435. The user with authority may then acceptor reject the attempted function 5440. If the authorized user acceptsthe function 5445, the SP completes the function and notifies theappropriate users 5450. If the user with authority rejects the attemptedfunction 5455, the SP will merely notify the requestor 5460. RequestedOperations can be sent via any appropriate technology and are managed bythe system including their removal when completed, what happens whenthey are ignored, what happens when a Request is Made Multiple times andwhat happens when Authority changes while a Request is “out” (managementincludes notifications).

Software “agents” will run on the servers checking for and makingrequired modifications, notifications and system maintenance, etc. forsystem elements including the Scheduling engine and Requestedoperations.

The SP elements including Snowflakes, User Pages, Tasks and Teams canall be Created, Viewed, Modified, Moved and Deleted.

FIG. 55 illustrates several components of an exemplary user device 5500.In some embodiments, the user device 5500 may include many morecomponents than those shown in FIG. 55. However, it is not necessarythat all of these generally conventional components be shown in order todisclose an illustrative embodiment. As shown in FIG. 55, the userdevice 5500 includes a network interface 5530 for connecting to thenetwork 150. Those of ordinary skill in the art will appreciate that thenetwork interface 5530 includes the necessary circuitry for such aconnection and is constructed for use with the appropriate protocol.

The user device 5500 also includes a processing unit 5510, a memory 5550and may include an optional display 5540, all interconnected along withthe network interface 5530 via a bus 5520. The memory 5550 generallycomprises a random access memory (“RAM”), a read only memory (“ROM”),and a permanent mass storage device, such as a disk drive. The memory5550 stores program code for browser 5560 and an operating system 5555.It will be appreciated that these software components may be loaded froma computer readable medium into memory 5550 of the user device 5500using a drive mechanism (not shown) associated with a computer readablemedium, such as a floppy disc, tape, DVD/CD-ROM drive, memory card, viathe network interface 5530 or the like.

Although an exemplary user device 5500 has been described that generallyconforms to conventional general purpose computing devices, those ofordinary skill in the art will appreciate that a user device 5500 may beany of a great number of devices capable of communicating with a server5600.

FIG. 56 illustrates several components of an exemplary server 5600. Insome embodiments, the server 5600 may include many more components thanthose shown in FIG. 56. However, it is not necessary that all of thesegenerally conventional components be shown in order to disclose anillustrative embodiment. As shown in FIG. 56, the server 5600 includes anetwork interface 5630 for connecting to the network 150. Those ofordinary skill in the art will appreciate that the network interface5630 includes the necessary circuitry for such a connection and isconstructed for use with the appropriate protocol.

The server 5600 also includes a processing unit 5610, a memory 5650 andmay include an optional display 5640, all interconnected along with thenetwork interface 5630 via a bus 5620. The memory 5650 generallycomprises a random access memory (“RAM”), a read only memory (“ROM”),and a permanent mass storage device, such as a disk drive. The memory5650 stores program code for the snowflake platform 5660 and anoperating system 5655. It will be appreciated that these softwarecomponents may be loaded from a computer readable medium into memory5650 of the server 5600 using a drive mechanism (not shown) associatedwith a computer readable medium, such as a floppy disc, tape, DVD/CD-ROMdrive, memory card, via the network interface 5630 or the like.

Although an exemplary server 5600 has been described that generallyconforms to conventional general purpose computing devices, those ofordinary skill in the art will appreciate that a server 5600 may be anyof a great number of devices capable of communicating with a user device5500.

Functionality Details for an exemplary embodiment (as discussed above,currently referred to as the SP) may Include but are not limited to thefollowing figures and descriptions. An exemplary walkthrough of the SPis illustrated in FIGS. 1-52.

FIG. 1: New Snowflake form 100. The inputs on the New Snowflake form 100are:

-   -   New Snowflake Name 105: User inputs the name they wish to call        their Snowflake.    -   First User's Page Name 110: User inputs the name they wish to        call their Page within this Snowflake.    -   First User's Department Name 115: User inputs the name of the        Division within this Snowflake that their page belongs to.    -   First User's Email Address 120: User inputs their email address.    -   First User's Password 125: User enters their password    -   Submit button 130

Activating the submit button 130 causes the application to take a numberof actions including: Checking that there is not already a Snowflakewith the entered New Snowflake Name 105 in the data structure/SnowflakeUniverse and making sure that the required inputs have been populated.If there is a naming conflict or an empty required field then anappropriate error message is posted instructing the User of theproblem(s). The User must then correct the problem(s) if they wish tocontinue. If no input errors are found then the application creates thenew Snowflake, its First User Page and its first Department andredirects the browser 5560 to the new First User Page while sending anemail notice to the input email address that contains, among otherthings, login information and a link to the Login Page.

FIG. 2 shows the Login form 200 that is used to log a user into/ontotheir Snowflake Page. The inputs on this form are:

-   -   Snowflake Name/Page Name 205: As discussed above, every        Snowflake's Name is unique within a Snowflake Universe. Also        every Page Name is Unique within a particular Snowflake. This        means that every User Page is uniquely identified by the        combination of its Snowflake Name and its Page Name. In one        embodiment, the SP separates these by a “/”. Accordingly, no        Names within the system can contain a “/”. Thus entering        Snowflake Name/Page Name 205 is part of the login process.    -   Password 210: Each user Page has a password associated with it.        Entering the password that matches the one associated with the        identified User Page is required for login.

Login 215: Activating the Login button causes the application to take anumber of actions including: Checking that the Snowflake Name/Page Name205 combination exists and that the entered Password is the oneassociated with the identified User Page. If there is an error anappropriate error message is posted instructing the User of theproblem(s). The User must then correct the problem(s) if they wish tocontinue. If no input errors are found then the application redirectsthe browser 5560 to the User's User Page.

FIG. 3

The User Page 300 is the User's primary interface with the application.Among other things it identifies the Snowflake Name/Page Name 310 of thedisplayed page as well as the Department 315 the Page is a member of.Other major elements contained on the Page currently are:

-   -   Navigation Bar 320    -   Task List 330    -   Managed group 340    -   Member group 350    -   Teams Managed 360    -   Teams Member 370

Currently there are three primary variations of the User Page 300. Theyare the First User Page 300, the User Page 300 and the Sub-Page View ofthe User Page 300. The First User Page 300 of a Snowflake is the onlyPage in a Snowflake that does not have a Manager Page. (Within aSnowflake, Pages are arranged in an organizational hierarchy similar toan organizational chart. A Manager Page can be thought of as the Pageimmediately above another Page in the organizational hierarchy/chart.)Because the First User Page 300 has no manager page (it is on the top ofthe chart—only one per Snowflake) and as described below, it has someunique capabilities relative to the other Pages in a Snowflake.

The User Page 300 is the standard variation and the Sub-Page View is theview presented to a viewer/user as they drill down underneath their Pageinto the organization/Snowflake.

Navigation Bar: The Navigation bar includes the following majorcategories:

-   -   Password 322    -   Email Address 326    -   First User Page 321    -   Create A Task 323    -   Sub-Page(s) 324

Team 325: (The Sub-Page view of the User Page 300 may not contain aNavigation Bar 320.) Password 322

User Page 300 s are Password protected. Selecting Password 322 from thenavigation bar 320 takes the user to a form 400, illustrated in FIG. 4,where they can modify the Password 405 associated with their User Page300 (FIG. 4). Selecting the Submit button 410 will modify the passwordand redirect the browser 5560 to the viewers User Page 300. Selectingthe Cancel button 415 will just redirect the browser 5560 to the viewersUser Page 300. Email Address 326

Selecting Email Address 326 from the navigation bar 320 takes the userto a form 500 where they can modify the email address 505 associatedwith their User Page 300 (FIG. 5). Selecting the Submit button 510 willmodify the email address and redirect the browser 5560 to the viewersUser Page 300. Selecting the Cancel button 515 will just redirect thebrowser 5560 to the viewers User Page 300. The SP works with theSnowflake Address of a User Page 300 (Snowflake Name/Page Name 205).Users do not need to know the email address of other users (systemautomatically manages user email address changes). This enables Users tochange their email address (and even the mode of communication) at willwithout the need for them to notify other Snowflake Users of the change.Snowflake users can have a variety of options for making the changeincluding entering a new address to selecting from a previouslypopulated list. They will also have options for other modes ofcommunication other than email. These may include such options asinstant messaging, text messaging or some other appropriate form.

First User Page 321

As discussed above there is only one First User Page 300 per Snowflake.Only a First User Page 300 has this option on the Navigation Bar 320.This option presents the User with additional options (currently via adropdown menu). These options are Modify, Move and Delete.

Modify (item in the First User Page 321 menu): (FIG. 6)

Selecting the Modify option from the First User Page 321 menu redirectsthe User to a Modify First User Page form 600 that enables the followingmodifications.

The inputs on the Modify First User Page form 600 are:

-   -   Change Snowflake Name 605: This enables the User to change the        Name of the Snowflake. Only the First User has the authority to        do this. If the Snowflake Name is changed in the form, the new        name is checked upon submittal to make sure it is unique within        the Snowflake Universe. If it is unique, the name is changed and        if it is Not unique an error is posted instructing the user that        the name is not available.    -   Change First User's Page Name 610: This enables the user to        change the name of their Page. If the Page Name is changed in        the form, the new name is checked upon submittal to make sure it        is unique within the Snowflake. If it is unique, the name is        changed and if it is Not unique an error is posted instructing        the user that the name is not available.    -   Change First User Page 300's Department 640: This enables the        user to change the Department their Page is attached to. Options        in this part of the form are Current 615, New 620, and Existing        625. Current 615 keeps the current attachment. New 620 allows        the User to Create a New Department within the Snowflake and        attach itself to the New Department. Existing 625 enables the        user to change their Pages Department attachment to a different        Department that already exists within their Snowflake.

Selecting the Submit button 630 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, the changes are implemented, the browser 5560 is redirected tothe viewer's User Page 300, notices are sent out and any unuseddepartment names are removed from the database. Selecting the Cancelbutton 635 will just redirect the browser 5560 to the viewers User Page300. Move (item in the First User Page 321 menu): (FIG. 7)

Currently if the First User Page 300 has no Sub-Pages, selecting theMove option from the First User Page 321 menu redirects the User to aMove First User Page form 700 that enables the following. (FIG. 7)

The inputs on the Move First User Page form 700 are:

-   -   The Proposed New Manager Page's Address 705: User enters the        Snowflake Address (Snowflake Name/Page Name 205) of the User        Page 300 they wish to become their Manager Page. Upon Submittal        the system checks to make sure that the entered Snowflake        Address exists.    -   A comment for the Proposed New Manager Page 710: User enters a        comment for the/their Page's proposed New Manager Page.

Selecting the Cancel button 720 will just redirect the browser 5560 tothe viewer's User Page 300. Selecting the Submit button 715 will makechecks including those mentioned above. If there are problems, errormessages are posted. If no problems, a Requested Operation is launchedand the browser 5560 is redirected to the viewer's User Page 300. ThisRequested Operation currently sends an email to the email addressassociated with the Snowflake Page that is being asked to take overManagement responsibility for the Page. A link in the email takes thepotential new Page Manager to a Move Page Request form 800 (FIG. 8).(The Potential New Page Manager must be logged into the SP to access theform.) Along with other information on the Move Page Request form 800,the inputs for the Viewer are:

-   -   Accept 810: Selecting Accept on the form indicates that the        proposed New Page Manager accepts the new Sub-Page.    -   Reject 815: Selecting Reject on the form indicates that the        proposed New Page Manager does Not accept the new Sub-Page.    -   Department 850: This enables the New Manager Page to change the        Department its new Sub-Page is attached to. Options in this part        of the form are No Change 820, Change to same as Manager Page        825, New 830, and Existing 835. No Change 820 keeps the moved        page attached to a department with the same name. (If the move        was within the same Snowflake then it remains attached to the        same Department. If the move is to a different Snowflake then        this option attaches the moved page to the department in its new        Snowflake with the same name and if no such department exists in        the pages new snowflake then one is automatically created.)        Change to same as Manager Page 825 attaches the moved page to        the same department as its new Manager Page. New 830 allows the        User to Create a New Department within its Snowflake and attach        its new sub-page to the New Department. Existing 835 enables the        user to change its new Sub-Page's Department attachment to a        different Department that already exists within its Snowflake.    -   Comment for Requestor 840: Enables the user to enter a comment        that will be part of the notices generated upon submittal.

Selecting the Submit button 845 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, for an accepted request: the changes are implemented, thebrowser 5560 is closed, notices are sent out and any unused departmentsetc are removed from the database. For a rejected request, the browser5560 is closed and notice is sent out.

An additional check that takes place when accept is selected and thisform is submitted comes into play when the Page is being moved to adifferent Snowflake. Because every Page in a particular Snowflake Musthave a unique name, upon such a submittal the system checks to make surethat the Page Name of the Moved Snowflake User Page 300 is Available inits new Snowflake. If the Name is not already used in the destinationSnowflake then no additional step is required. If, however, the Name isnot available an error is displayed upon the submittal this form and anadditional section of the form is made visible. This section enables theUser to enter a new Name for the Moved Page. This Name is also checkedfor availability and the process continues until an available name isentered or the request is rejected.

It can also be noted at this point that when a page(s) is Moved toanother Snowflake, the Teams Managed by the Moved Page(s) will now beassociated with the New Snowflake (the Team's Snowflake Name willchange). This is Part of the Team Naming convention: A full Team Name is(Snowflake Name of Team Manager/Team Name). The Name of the Team must beunique within its Manager's Snowflake (i.e. Teams Managed by members ofthe Team Manager's Snowflake). Also, the Team Name cannot contain a “/”.Team Name conflicts will also be dealt with.

Currently If the First User Page 300 has Sub-Pages, selecting the Moveoption from the First User Page 321 menu redirects the User to a MoveFirst User Page error display 900 that instructs them that and why thepage can not currently be moved (FIG. 9). This restriction is due to thenumber of potential naming conflicts when merging two Snowflakes. Amethod of dealing with this situation may be implemented and is part ofthe Snowflake concept. Selecting the Back button 905 will just redirectthe browser 5560 to the viewer's User Page 300. Delete (item in theFirst User Page 321 menu):

If the First User Page 300 has no Sub-Pages and is not the Manager ofany Team(s) then Selecting the Delete option from the First User Page321 menu redirects the User to a Delete First User Page form 1000 (FIG.10) that allows the user to confirm their desire to delete the page andit also provides other information/instructions.

Selecting the Cancel button 1010 will just redirect the browser 5560 tothe viewer's User Page 300. Selecting “Delete Page & Snowflake” 1015 onthe form 1000 will Delete the Page and Snowflake from the Data base(including its Name and any departments etc associated with it). Noticesgo out and the Tasks on the Deleted First User's Page are automaticallydealt with by the System as follows:

(Standard Visibility Tasks)

Task A1: IF the Deleted Page is Task Performer only THEN Task Managerbecomes Performer & Manager

Task A2: IF Deleted Page is Task Manager only THEN:

-   -   IF the Task is attached to a Team THEN The Team Manager becomes        the Task Manager (First User Page 300 can not currently be        deleted if it is a Team manager)    -   IF the Task is NOT attached to a Team THEN Task Performer        becomes Performer & Manager

Task A3: IF Deleted Page is Task Manager AND Task Performer THEN:

-   -   IF the Task is attached to a Team THEN The Team Manager becomes        the Task Manager & Task Performer (First User Page 300 cannot        currently be deleted if it is a Team manager)    -   IF the Task is NOT attached to a Team THEN Task is Deleted

(Hidden Visibility Tasks)

Task B1: IF the Deleted Page is Task Performer only THEN Task Managerbecomes Performer & Manager

Task B2: IF the Deleted Page is Task Manager only THEN:

-   -   IF the Task is attached to a HIDDEN Team THEN The Team Manager        becomes the Task Manager (First User Page 300 can not be deleted        if it is a Team manager)    -   IF the Task is NOT attached to a HIDDEN Team THEN Task Performer        becomes Performer & Manager

Task B3: IF Deleted Page is Task Manager AND Task Performer THEN:

-   -   IF the Task is attached to a HIDDEN Team THEN The Team Manager        becomes the Task Manager & Task Performer (First User Page 300        can not be deleted if it is a Team manager)    -   IF the Task is NOT attached to a HIDDEN Team THEN Task is        Deleted

Currently, if the First User Page 300 has Sub-Page(s) and/or is theManager of any Team, then Selecting the Delete option from the FirstUser Page 321 menu redirects the User to a Delete First User Page errordisplay 1100 (FIG. 11) that informs the user that they can not currentlydelete the Page and explains how they can. Selecting the Back button1105 on this form redirects the browser 5560 to the viewer's User Page300. A method of dealing with this restriction may be implemented and ispart of the SP concept. Create A Task 323 This option allows the user tocreate New Tasks and presents the User with additional options(currently via a dropdown menu). These options include My Page, MySub-Page(s), My Team and Allocation. The User is only given options thatare appropriate to them (i.e. if they have no Sub-Pages they are notgiven this option)

My Page: Selecting this option from the Create A Task 323 menu beginsthe process of a User creating a task for their Page. Currently thisprocess is contained on three forms. Create the Task form 1200 (FIG.12):

-   -   Name 1205: This input allows the User to Name the Task they are        creating. Rules affecting this input are that the Name can Not        contain a “/” and that the page the task is being created for        can not already be the Task Performer of a Task with the Same        Name.    -   Description 1210: This input is used to describe the task. Users        will also be able to attach Documents etc    -   Priority 1215: Tasks are associated with a Priority.    -   Visibility 1265: Tasks are given a visibility, either Hidden        1225 or Standard 1220. A Hidden Visibility Task can only be seen        by its Manager, Performer or Dependencies (Possibly including:        Predecessor(s), Successor(s), Parent(s) and sub-task(s))    -   Team 1230: This allows the User to attach the new Task to a        Team. This option is loaded with the Teams that the Task creator        and the task recipient(s) have in common. (In the case described        below where the User is creating a Task for “My Team”, this        option is loaded only with the Team the user is creating the        task for.) The Task Manager and Performer of a Task that is        Attached to a Team must be the Team Manager or Members of the        Team the Task is attached to.    -   Responsibility 1235: This allows the user to attach the new task        to a responsibility that is attached to the Task Recipient's        User Page 300 Objective 1240: This allows the user to attach the        new task to an objective that is attached to the Task        Recipient's User Page 300    -   Parent 1245: This allows the user to attach the new task to a        Parent Task. The New Task will be a Sub-Task of the Identified        Parent Task.

The Create the Task form 1200 allows the User to Skip the Predecessorand Successor form 1300 (FIG. 13) by checking the appropriate box 1250.

Selecting the Continue button 1255 will make checks including thoseassociated with the rules mentioned above. If there are problems, errormessages are posted. If no problems, the browser 5560 is redirected tothe next form (Predecessor and Successor form 1300 or New Task'sSchedule form 1400, if the user checked the Skip the Predecessor andSuccessor box 1250). Selecting the Cancel button 1260 will just redirectthe browser 5560 to the viewers User Page 300. (FIG. 13) New TaskPredecessor and Successor Form 1300.

-   -   Predecessor(s) (w/ or w/o overlap): The User is able to Select        Predecessor(s) 1310, 1315, 1320, 1325, 1330 with this form 1300        or identify that there are no Predecessor(s) 1305 for the New        Task. The User can also Identify if the new Task will be allowed        to overlap its predecessor(s) 1335. The User can also input a        comment for the Predecessor(s) 1340.    -   Successor(s) (w/ or w/o overlap): The User is able to Select        Successor(s) 1350, 1355, 1360, 1365 with this form 1300 or        identify that there are no Successor(s) 1345 for the New Task.        The User can also Identify if the new Task will be allowed to        overlap its Successor(s) 1375. The User can also input a comment        for the Successor(s) 1380.

A Task's Parent, Predecessor(s) and Successor(s) combine to form awindow of time that the Task must be performed within. (This windowcalculation is described below) A window of time must exist for theperformance of this Task or an error message will be posted.

Selecting the Continue button 1385 will make checks including thoseassociated with the rules mentioned above. If there are problems, errormessages are posted. If no problems, the browser 5560 is redirected tothe next form (FIG. 14). Selecting the Back button 1390 will redirectthe browser 5560 back to the previous form (FIG. 12). Selecting theCancel button 1395 will just redirect the browser 5560 to the viewersUser Page 300. (FIG. 14) New Task's Schedule form 1400.

-   -   Task Window 1404: The Task window Identified in this form is        determined by the New Task's Dependencies (Parent,        Predecessor(s) and Successor(s)) and their allowed overlaps. A        New Task must be scheduled between the Start and Finish time of        its Parent task. If a New Task has Predecessor(s) and overlap is        not allowed then the New Task cannot be scheduled to start until        the Predecessor's finish time. If overlap is allowed then the        New Task is Not allowed to be scheduled to finish until after        the predecessor's finish time. If a New Task has Successor(s)        and overlap is not allowed then the New Task must be scheduled        to finish before (or equal) the Successor's start time. If        overlap is allowed then the New Task must be scheduled to finish        before the Successor's finish time. If there is no restriction        “open” is shown. The Task Window is determined by combining        these rules and a Task must be scheduled within its window.    -   Start Time (now 1405, upon completion of predecessor 1410, date        & time 1415): There are three input options for the New Task's        Start time. 1) Now 1405: This will use the time that the Submit        button on this form is selected. 2) Upon Completion of        Predecessor 1410: This option can only be used if the New Task        has a Predecessor and Predecessor Overlap is not allowed. The        Predecessor's scheduled finish time is used as the New Task's        Start Time. 3) Select Start Date & Time 1415: The user inputs        the Date 1495 and Time 1420, 1425, 1430 they wish the New Task        to be scheduled to start.    -   Finish Time (duration 1435, 1440, 1450, date & time 1445, 1455,        1460, 1465): There are two input options for the New Task's        Finish time. 1) Duration 1435: This enables the User to identify        a period of time after the New Task is scheduled to Start that        they want it to be scheduled to finish. 2) Select Completion        Date & Time 1445: The user inputs the Date 1496 and Time 1455,        1460, 1465 they wish the New Task to be scheduled to Finish.        Identified Start and finish times must be within the Task        Window. Finish Time must be after Start Time.    -   Warning Notice 1467: These inputs allow the Task Creator to set        a warning time 1470, 1475 for the New Task as described in FIG.        14 (e.g., Task Performer will be able to modify this warning        notice's timing. The warning notice will consist of an email and        the task turning yellow on the performer's task lists. The task        will remain yellow until either the warning time is changed, the        task is completed or the task is late. If the task is not        completed by its finish schedule another notice will be sent and        the task will turn red). (Notice can be sent by other than email        (i.e. instant message, etc.).)

Selecting the Create Task button 1480 will make checks including thoseassociated with the rules mentioned above. If there are problems, errormessages are posted. If no problems, the Task is Created, appropriatenotices go out and browser 5560 is redirected to the Task Creator's UserPage 300.

Selecting the Back button 1485 will redirect the browser 5560 back tothe previous form (FIG. 13). Selecting the Cancel button 1490 will justredirect the browser 5560 to the viewers User Page 300. My Sub-Page(s)(item in the Create A Task 323 menu): (FIG. 15) (this option onlypresented to User if they have Sub-Pages) This form 1500 allows the Userto:

-   -   Select any combination of Sub-Pages 1505 (one to all) that you        would like to receive the task you are creating.    -   Identify Task Manager as task creator or Recipient(s) 1510: This        allows the Task Creator to determine who will be the Task        Manager (Themselves or the Recipient(s)).    -   This allows the Task Creator to determine who will be the Task        Manager (Themselves or the Recipient(s))    -   Optionally Identify Task Performer as task creator or        Recipient(s) (1511)    -   This allows the Task Creator to determine who will be the Task        Performer (Themselves or the Recipient(s))    -   IF Task Manager and Performer is/are Recipient(s) the Task        Creator can identify if they still want to receive task related        notifications.

IF Task Manager is/are Recipient(s) the Task Creator can identify ifthey still want to receive task related notifications. 1515

Selecting the Continue button 1520 will make checks including thoseassociated with the rules mentioned above. If there are problems, errormessages are posted. If no problems, The browser 5560 redirects to theform 1200 in FIG. 12 and the task creation process proceeds as describedabove.

Selecting the Cancel button 1525 will just redirect the browser 5560 tothe viewers User Page 300. Currently a Predecessor and/or Successorcannot be attached to this task if it is being created for more than oneperformer. Later versions will enable such attachments.

My Team: (this option in the Create A Task 323 menu is only presented toUser if they have Teams)

Mousing over this option presents the User with another level dropdownfrom which they can select from the Teams they Manage or are members of.Team hierarchy recognition would determine task direct assignment or thelaunching of a Requested Operation. Selecting a team from this dropdownbrings the User to a form 1600 (FIG. 16) that enables them to:

-   -   Select any combination of Team Members (1 to all) 1605 that they        would like to receive the task they are creating. Task        recipient(s) will be designated as the Task Performer.    -   Identify Task Manager as task creator or Recipient(s) 1610: This        allows the Task Creator to determine who will be the Task        Manager (Themselves or the Recipient(s))    -   Optionally Identify Task Performer as task creator or        Recipient(s) (1611)    -   This allows the Task Creator to determine who will be the Task        Performer (Themselves or the Recipient(s))    -   IF Task Manager and Performer is/are Recipient(s) the Task        Creator can identify if they still want to receive task related        notifications.

IF Task Manager is/are Recipient(s) the Task Creator can identify ifthey still want to receive task related notifications. 1615

Selecting the Continue button 1620 will make checks including thoseassociated with the rules mentioned above. If there are problems, errormessages are posted. If no problems, the browser 5560 redirects to theform 1200 in FIG. 12 and the task creation process proceeds as describedabove.

Selecting the Cancel button 1625 will just redirect the browser 5560 tothe viewers User Page 300.

Currently a Predecessor and/or Successor cannot be attached to this taskif it is being created for more than one performer. Later versions mayenable such attachments.

Allocation (item in the Create A Task 323 menu): (FIG. 17)

This form 1700 allows the User to:

-   -   Identify Recipient via its Snowflake Address (SF Name/Page Name)        1705 that they would like to receive the task they are creating.        Task recipient will be designated as the Task Performer. Upon        Submittal the system checks to make sure that the entered        Snowflake Address exists.    -   Identify Task Manager as task creator or Recipient 1710: This        allows the Task Creator to determine who will be the Task        Manager (Themselves or the Recipient(s))    -   Optionally Identify Task Performer as task creator or        Recipient(s) (1711)    -   This allows the Task Creator to determine who will be the Task        Performer (Themselves or the Recipient(s))    -   IF Task Manager and Performer is/are Recipient(s) the Task        Creator can identify if they still want to receive task related        notifications.

IF Task Manager is/are Recipient(s) the Task Creator can identify ifthey still want to receive task related notifications 1715.

Selecting the Cancel button 1725 will just redirect the browser 5560 tothe viewers User Page 300. Selecting the Continue 1720 button will makechecks including those associated with the rules mentioned above. Ifthere are problems, error messages are posted. If no problems, thebrowser 5560 redirects to the form 1200 in FIG. 12 and the task creationprocess proceeds as described above.

In this case however, when the task is created (upon the successfulcompletion of the form 1400 in FIG. 14, the system checks for the ruleoutlined in FIG. 17 (i.e., “Allocation will assign the task to therecipient However if you are not the recipient's Manager Page or theTeam Manager of a Team the Task will be attached to, the recipient cangive you back the task”) and if the recipient has the option to give thetask back then a Requested Operation is launched and the Recipient issent an email with a link to a form 1800 (FIG. 18) that will allow theRecipient to Accept or Reject 1805 the task and enter a comment 1810 forthe notice(s) that will be sent. (The Task Recipient must be logged intothe SP to access the form.) If Task is given back/Rejected, the TaskCreator becomes the Task's Manager and Performer. If Accepted, nochanges are made.

Submitting 1815 the form 1800 in FIG. 18 will close the window updatethe data as necessary and send notices.

Sub-Page(s) 324:

This option allows the user to work with its Sub-Pages by presenting theUser with options (currently via a dropdown menu) including Create,View, Modify, Move and Delete.

Sub-Pages are Pages that have a User Page 300 as their Manager Page. AUser Page 300's Sub-Pages are the User Page 300 s it is the Manager Pageof.

Create Sub-Page (item in the Sub-Page(s) 324 menu): Selecting thisoption takes the User to a Create New Sub-Page form 1900 (FIG. 19) thatenables the User to create pages that will be their Sub-Pages.

Inputs Include:

-   -   Name 1905: This input allows the User to Name the Sub-Page it is        creating (Page Names must be unique within each Snowflake)    -   Department 1910: This enables the user to Identify the        Department their Sub-Page will be attached to. Options in this        part of the form are Same, New and Existing. Same attaches the        new Sub-Page to the same Department that the Page that created        it is attached to. New allows the User to Create a New        Department within the Snowflake and attach the Sub-Page to the        New Department. Existing enables the user to attach the new        Sub-Page to a different Department that already exists within        their Snowflake.    -   Email address 1915: Sub-Page Creator must enter the email        address of the recipient of the Sub-Page. This will be used for        initial notification.

Selecting the Submit button 1920 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, the new Sub-Page is created, the browser 5560 is redirected tothe viewer's User Page 300 and notices are sent out. Selecting theCancel button 1925 will just redirect the browser 5560 to the viewersUser Page 300. View (item in the Sub-Page(s) 324 menu): (this optiononly presented to User if they have Sub-Pages)

Mousing over this option in the Sub-Page(s) 324 menu presents the Userwith another level dropdown from which they can select from the Pagesthey Manage (Their Sub-Pages). Selecting a Sub-Page from this dropdownopens a new window filled with their View of the selected Sub-Page 2000(FIG. 20):

A Sub-Page View Does not currently have a Navigation Bar 320 but it doescurrently Identify items including the Page being Viewed 2005 and theViewer 2040 and it has a Task List 2015 containing tasks Performedand/or Managed by the Sub-Page being Viewed as well as the Sub-Page'sManaged Group 2020, Member Group 2025, Teams Managed 2030 and TeamsMember 2035 lists. Additional functionality may be added to the Sub-PageView.

The System “knows” who the Viewer 2040 is (by their login) and Tasks2015, and Teams 2030, 2035, etc shown on the View are only those that,by rule, the Viewer 2040 should be able to see. Currently a HiddenVisibility Task is only listed for its Manager or Performer's View.Additional Visibility Rules apply to other Task List functionality. AHidden Visibility Team can only be seen by its Manager and Members.

All the Task List “Button” functionality described below is available tothe Viewer 2040 of a Sub-Page View (at any sub-level). The Systemcontrols the implementation/request for implementation based on “who”the Viewer 2040 is and the Rules described in this document.

Selecting a Team on the Teams Managed 2030 or Teams Member 2035 listsRedirects the User/Viewer to the selected Team Page. Via this path theTeam Page has a back button versus the close button discussed below.Team Pages and the Teams Managed and Teams Member lists are discussed indetail later in this document.

Selecting a Page on the Managed Group 2020 or Member Group 2025 listsRedirects the User/Viewer to their Sub-Page View of the selected Page.This enables the Viewer 2040 to “drill” down and around within theirSnowflake (FIG. 21). Viewers 2040 are currently not allowed to view thepages of their peers (pages with their same Manager Page) or theirManager or above. Aids to expedite the drilling process may be addedsuch as drop down lists loaded with Sub-Pages available for viewing.These lists are discussed in detail later in this document.

The First Level Sub-Page View FIG. 20 has a Close 2045 Button that willclose the window that has been opened for the Sub-Page View.

Beyond the First level Sub-Page View 2100 (FIG. 21) a back button 2140is added to the form. This enables the Viewer 2040 to step back throughthe path they drilled.

Modify (item in the Sub-Page(s) 324 menu): (this option only presentedto User if they have Sub-Pages)

Mousing over this option presents the User with another level dropdownfrom which they can select from the Pages they Manage (Their Sub-Pages).Selecting a Sub-Page from this dropdown identifies which of itsSub-Pages they wish to Modify and takes the User to a Modify Sub-Pageform 2200 (FIG. 22) that enables the User to make modifications to theselected Sub-Page.

Inputs Include:

-   -   Name 2205: This input allows the User to change the Name the        Sub-Page (Page Names must be unique within each Snowflake)    -   Department 2210: This enables the user to Modify the Department        their Sub-Page is attached to. Options in this part of the form        are Current 2225, Same 2230, New 2235, and Existing 2240.        Current 2225 keeps the current Department attachment. Same 2230        attaches the Sub-Page to the same Department as its Manager        Page. New 2235 allows the User to Create a New Department within        the Snowflake and attach the Sub-Page to the New Department.        Existing 2240 enables the user to attach the new Sub-Page to a        different Department that already exists within their Snowflake.

Selecting the Submit 2215 button will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, the Sub-Page is modified, the browser 5560 is redirected tothe viewer's User Page 300 and notices are sent out. Selecting theCancel button 2220 will just redirect the browser 5560 to the viewersUser Page 300. Move (item in the Sub-Page(s) 324 menu): (this optiononly presented to User if they have Sub-Pages)

Mousing over this option presents the User with another level dropdownfrom which they can select from the Pages they Manage (Their Sub-Pages).Selecting a Sub-Page from this dropdown identifies which of itsSub-Pages they wish to Move and takes the User to a Move Sub-Page form2300 (FIG. 23) that enables the User to select where and how they wishto move the Sub-Page and possibly all the Pages “beneath” it.

Inputs Include:

-   -   Selection of destination 2305, New Manager Page 2345, 2365 (if        Any) and type of Move 2310. Same Snowflake 2330 as it is        currently in, Different Snowflake 2335 or Start New Snowflake        2340. If Same Snowflake 2330 is selected, the User then chooses        from a list 2365 of User Page 300 s in the same Snowflake. If        Different Snowflake 2335 is selected the User must enter the        Snowflake Address (Snowflake Name/Page Name 205) of the User        Page 300 they wish to be the New Manager Page of the Sub-Page        (this will be checked upon submittal to make sure it is valid).        If Start New Snowflake 2340 is selected, the User must first        Enter the new Snowflake's Name 2360 (this input will be checked        for uniqueness within the Snowflake Universe) then they must        select the type of move 2310. The two types are: Just move the        one Page 2350 or Move the Page and all Pages “beneath it” 2355.        Comment 2315 for potential new Manager or new First User Page        300: This comment will be part of the Requested Operation for        Same Snowflake 2330 and Different Snowflake 2335 Moves and part        of the notices for New Snowflake 2340 moves.

Selecting the Cancel button 2325 will just redirect the browser 5560 tothe viewers User Page 300. Selecting the Submit button 2320 will makechecks including those mentioned above (e.g., “For Moves within the SameSnowflake, or to a Different Snowflake, this Form will ask the ProposedManager Page to accept this Page as one of its Sub-Pages. You willreceive an email notice that the either been Accepted or Rejected”;Moves to Create a new Snowflake are implemented immediately upon thesubmittal of this Form and notices are sent to all moved Pages” and “Formoves within the Same Snowflake, to a Different Snowflake, or a singlePage move to a New Snowflake: The Moved Page's Sub-Pages (if any) willmove up one level in the hierarchy and become Sub-Pages to your Page”).If there are problems, error messages may be posted. If no problems, aRequested Operation may be launched or the change is implemented asdescribed in FIG. 23 and the browser 5560 is redirected to the viewer'sUser Page 300. The Requested Operation currently sends an email to theemail address associated with the Snowflake Page that is being asked totake over Management responsibility for the Page. A link in the emailtakes the potential new Page Manager to a Move Page Request form 800.(The Potential New Page Manager must be logged into the SP to access theform.) FIG. 8 is discussed in detail above.

In addition to the explanations given above and on FIG. 23, the systemwill also remove any unused Departments and perform other “clean up”activities after the move is implemented

Eventually the system may be able to make Branch Moves within the sameSnowflake and to different existing Snowflake's.

It is possible that under certain circumstances the User Page 300Identified to Be Moved could be Moved without the Requested Operationprocess described above (i.e. the Potential New Manager Page is anotherSub-Page of the current/old Manager Page).

Delete (item in the Sub-Page(s) 324 menu): (this option only presentedto User if they have Sub-Pages)

Mousing over this option presents the User with another level dropdownfrom which they can select from the Pages they Manage (Their Sub-Pages).Selecting a Sub-Page from this dropdown identifies which of itsSub-Pages they wish to Delete and takes the User to a form 2400 (FIG.24) that enables the User to Confirm that they wish to Delete theSub-Page. FIG. 24 explains what will happen when the Sub-Page is Deleted(e.g., team task manager and performer responsibilities will stay asthey are but these tasks will no longer be attached to a Team. Thereforeshould be made to any desired task responsibility before you delete theTeam). In addition to the explanation on the form, the system willperform Department and other necessary “Clean Up” activities upon theDeletion of the Sub-Page. Selecting the Cancel button 2410 will justredirect the browser 5560 to the viewer's User Page 300. Selecting“Delete Sub-Page” 2405 on the Delete Sub-Page confirmation form 2400will Delete the Page from the Data base, send out notices, perform otheractivities described on the form and the Tasks on the Deleted Sub-Pageare automatically dealt with by the System as follows:

(Standard Visibility Tasks)

Rule G1: IF the Deleted Page is Task Performer only THEN Task Managerbecomes Performer & Manager

Rule G2: IF Deleted Page is Task Manager only THEN the Deleted Page'sManager Page (page doing the deleting) Becomes the Task Manager UNLESSthe Task is attached to a Team AND the Manager Page is NOT a Team memberor Manager THEN The Team Manager becomes the Task Manager

Rule G3: IF Deleted Page is Task Manager AND Task Performer THEN theDeleted Page's Manager Page (page doing the deleting) Becomes the TaskManager & Task Performer UNLESS the Task is attached to a Team AND theManager Page is NOT a Team member THEN The Team Manager becomes the TaskManager & Task Performer

In Rules G2 and G3, the Team Manager cannot be the Deleted Page. IF theDeleted Page is a Team Manager of a Standard Visibility Team THEN theManager Page (page doing the deleting) becomes the new Team Manager.

Also, Hidden Visibility Teams Managed by the Deleted Page are to beDeleted and Tasks are assigned as if there was no Team attachment.

(Hidden Visibility Tasks)

-   -   (1) IF the Deleted Page is Task Performer only THEN Task Manager        becomes Performer & Manager    -   (2) IF the Deleted Page is Task Manager only THEN:        -   IF the Task is attached to a HIDDEN Team THEN The Team            Manager becomes the Task ManagerIF the Task is NOT attached            to a HIDDEN Team THEN Task Performer becomes Performer &            Manager    -   (3) IF Deleted Page is Task Manager AND Task Performer THEN:

IF the Task is attached to a HIDDEN Team THEN The Team Manager becomesthe Task Manager & Task Performer IF the Task is NOT attached to aHIDDEN Team THEN Task is Deleted

Team 325:

This option allows the user to work with its Teams by presenting theUser with options (currently via a dropdown menu) including Create,View, Members, Modify, Allocate and Delete.

Create (item in the Team 325 menu): Selecting this option takes the Userto a Create a New Team form 2500 (FIG. 25) that enables the User tocreate a Team.

The User that creates the Team will be its first Manager. InputsInclude:

-   -   Name 2505: This enables the User to Name the Team they are        Creating. The Name of the Team must be unique within its        Manager's Snowflake (i.e. Teams Managed by members of the Team        Manager's Snowflake). Also, the Name can Not contain a “/”. A        full Team Name is (Snowflake Name of Team Manager/Team Name)    -   Goal/Purpose 2510: This input is required to describe the        Goal/Purpose of the newly created Team.    -   Visibility 2515: Teams are given a visibility, either Hidden        2530 or Standard 2535. A Hidden Visibility Team can only be seen        by its Manager and Members. Hidden visibility Teams will also be        deleted when/if their Team Manager's Page is Deleted.

Selecting the Submit button 2520 will make checks including thoseassociated with the rules mentioned above. If there are problems, errormessages are posted. If no problems, the Team is created and the browser5560 is redirected back to the Team Creator's/Viewer's User Page 300.Selecting the Cancel button 2525 will just redirect the browser 5560 tothe viewer's User Page 300. View (item in the Team 325 menu):: (thisoption only presented to User if they are the Manager or Member of aTeam(s))

Mousing over this option presents the User with another level dropdownfrom which they can select from the Teams they Manage or are a Memberof. Selecting a Team from this dropdown opens a new window filled withThe Users View of the selected Team's Team Page 2600 (FIG. 26):

The Team Page currently Identifies the Team 2605, its Visibility 2610,its Manager 2615, its Goal/Purpose 2620 and its Members 2625. A TaskList 2630 for Tasks attached to the Team is also on the Team Page.

The System “knows” who the Viewer is (by their login) and Tasks shown onthe Team Page are only those that, by rule, the Viewer should be able tosee. Currently a Hidden Visibility Task is only listed for its Manageror Performer's View. Additional Visibility Rules apply to other TaskList functionality.

All the Task List “Button” functionality described below is available tothe Viewer of a Team Page. The System controls theimplementation/request for implementation based on “who” the Viewer isand the Rules described in this document.

When a Team Page is reached via this Path it may have a Close button(not shown) that will close the window that has been opened to containthe Team Page.

Additional Team/Project functionality may be added to the Team Page.

Members (item in the Team 325 menu):: (Currently, this option onlypresented to User if they are the Manager of a Team(s))

Mousing over this option presents the User with another level dropdownfrom which they can select from the Teams they Manage. Selecting a Teamfrom this dropdown brings the User to a Modify Team Members form 2700(FIG. 27) that allows them to invite new team members and removeexisting Team Members to and from the selected Team.

As described in the form inputs enable:

-   -   Inviting new members 2705, 2710 (3rd Party Invitee Snowflake        Address 2745 is checked for validity)    -   Invitation Comment 2715    -   Remove existing Member(s) 2720    -   Removal Comment 2730

Selecting the Cancel button 2740 will just redirect the browser 5560 tothe viewers User Page 300. Selecting the Submit button 2735 will makechecks including those mentioned above. If there are problems, errormessages are posted. If no problems, and 1) If Page(s) have beenidentified to be removed from the Team, they are Removed, Team Taskresponsibilities are automatically reassigned as described in the formand notices are sent out. 2) If User Page 300 s have been asked to jointhe team, a Requested Operation is launched. The Requested Operationcurrently sends an email to the email address associated with the/eachSnowflake Page that is being asked to join the Team. A link in the emailtakes the potential new Team Member to a Team Membership Invitation form2800 (FIG. 28). (The Potential New Team Member must be logged into theSP to access the form.) Along with other information on the form 2800,the inputs for the Viewer are:

-   -   Accept 2805: Selecting Accept on the form indicates that the        proposed New Team Member accepts the Invitation to become a Team        Member.    -   Reject 2820: Selecting Reject on the form indicates that the        proposed New Team Member does Not accept the Invitation to        become a Team Member.    -   Comment 2810: Enables the User to enter a comment that will be        part of the notices generated upon submittal.

Selecting the Submit button 2815 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, for an accepted request: the changes are implemented (TheRecipient Page becomes a team member), the browser 5560 is closed andnotices are sent out. For a rejected request, the browser 5560 is closedand notice is sent out.

It is possible that under certain circumstances the User Page 300Identified to Become a Team Member could be Made a Team Member withoutthe Requested Operation process described above (i.e. the “invited” Pageis a Sub-Page of the Team Manager).

It is also possible that a form similar to the Modify Team Members form2700 could be made available to Team Members other than the TeamManager. In this situation ALL the inputs (additions or removals) wouldlikely first be routed to the Team Manager for their approval (Probablyvia a Requested Operation). Approval could mean Member(s) are removed,added or Requested Operations (as described above) are sent out.

Modify (item in the Team 325 menu):: (this option only presented to Userif they are the Manager of a Team(s))

Mousing over this option presents the User with another level dropdownfrom which they can select from the Teams they Manage. Selecting a Teamfrom this dropdown brings the User to a form 2900 (FIG. 29) that allowsthem to modify the selected Team.

As described in the form inputs enable:

-   -   Name Modification 2905 (Same rules apply as when the Team is        Created): The Name of the Team must be unique within its        Manager's Snowflake (i.e. Teams Managed by members of the Team        Manager's Snowflake). Also, the Name can Not contain a “/”.    -   Goal/Purpose 2910 (One must be entered)    -   Visibility 2915: Teams are given a visibility, either Hidden        2930 or Standard 2935. A Hidden Visibility Team can only be seen        by its Manager and Members. Hidden visibility Teams will also be        deleted when/if their Manager Page is Deleted.

Selecting the Submit button 2920 will make checks including thoseassociated with the rules mentioned above. If there are problems, errormessages are posted. If no problems, the Team is Modified, notices aresent out and the browser 5560 is redirected back to the Team Manager'sUser Page 300. Selecting the Cancel button 2925 will just redirect thebrowser 5560 to the viewer's User Page 300. It is also possible that aform similar to the Modify Team form 2900 could be made available toTeam Members other than the Team Manager. In this situation the inputswould likely first be routed to the Team Manager for approval (ProbablyVia a Requested Operation). Allocate (item in the Team 325 menu):: (thisoption only presented to User if they are the Manager of a Team(s))

Mousing over this option presents the User with another level dropdownfrom which they can select from the Teams they Manage. Selecting a Teamfrom this dropdown brings the User to a Allocate Team form 3000 (FIG.30) that allows them to Request another Snowflake User Page 300 to takeover Management of the Team.

Inputs Include:

-   -   Identification of Potential new Team Manager 3005. Same        Snowflake 3035 as Viewer or Different Snowflake 3010. If Same        Snowflake 3035 is selected, the User then chooses from a list of        User Page 300 s in the same Snowflake or Team. If Different        Snowflake 3010 is selected, the User must enter the Snowflake        Address (Snowflake Name/Page Name 205) of the User Page 300 they        wish to be the New Team Manager (this will be checked upon        submittal to make sure it is valid). Comment for potential new        Team Manager 3015: This comment will be part of the Requested        Operation.    -   Selection of current Team Manager to remain a Team Member or Not        3020: IF the Team Manager chooses Not to remain part of the team        And the Team Management Allocation is Accepted, the New Team        Manager Will receive all of the old Team Managers Task        Responsibilities for Tasks attached to this Team.

Selecting the Cancel button 3030 will just redirect the browser 5560 tothe viewers User Page 300.

Selecting the Submit button 3025 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, a Requested Operation is launched. The Requested Operationcurrently sends an email to the email address associated with theSnowflake Page that is being asked to take over Managementresponsibility for the Team. A link in the email takes the potential newTeam Manager to a Team Management Invitation form 3100 (FIG. 31). (ThePotential New Team Manager must be logged into the SP to access theform.) It is possible that under certain circumstances the User Page 300Identified to Become a Team Manager could be Made the Team Managerwithout the Requested Operation process described above (i.e. the“invited” Page is a Sub-Page of the current/old Team Manager).

Along with other information on the Team Management Invitation form 3100(FIG. 31), the inputs for the Viewer are:

-   -   Accept 3105: Selecting Accept on the form indicates that the        proposed New Team Manager accepts the Team Manager role.    -   Reject 3120: Selecting Reject on the form indicates that the        proposed New Team Manager does Not accept the Team Manager role.    -   Comment for Requestor 3110: Enables the user to enter a comment        that will be part of the notices generated upon submittal.

Selecting the Submit button 3115 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, for an accepted request: the change is implemented, thebrowser 5560 is closed and notices are sent out. For a rejected request,the browser 5560 is closed and notice is sent out.

An additional check that takes place comes into play when the TeamManagement is being Allocated to A User Page 300 in a differentSnowflake. Because there is a rule that every Team Managed by a UserPage 300 in a particular Snowflake Must have a unique name, upon such asubmittal the system checks to make sure that the Team Name of theAllocated Snowflake is Available in its new Snowflake. If the Name isavailable in the destination Snowflake then no additional step isrequired. If, however, the Name is not available an error is displayedupon the submittal this form and an additional section of it is madevisible. This section enables the User to enter a new Name for theAllocated Team. This Name is also checked for availability and theprocess continues until an available name is entered or the request isrejected.

It is also possible that a form similar to the Allocate Team form 3000could be made available to Team Members other than the Team Manager. Inthis situation the inputs would likely first be routed to the TeamManager for approval (Probably Via a Requested Operation). Delete (itemin the Team 325 menu):: (this option only presented to User if they arethe Manager of a Team(s)).

Mousing over this option presents the User with another level dropdownfrom which they can select from the Teams they Manage. Selecting a Teamfrom this dropdown brings the User to a Delete Team confirmation form3200 (FIG. 32) that enables the User to Confirm that they wish to Deletethe Team (Selecting “Delete Team” 3205 will remove the Team from theData base). FIG. 32 also explains some of the other things that willhappen when the Team is Deleted. Selecting the Cancel button 3210 willjust redirect the browser 5560 to the viewers User Page 300. It is alsopossible that a form similar to the Delete Team form 3200 could be madeavailable to Team Members other than the Team Manager. In this situationthe request would likely first be routed to the Team Manager forapproval (Probably Via a Requested Operation).

Task Lists 330

The next Major element of a User Page 300 is the Task List 330.

FIG. 3 shows the User Page 300 Task List 330. As can be seen in theFigure, the List consists of Rows 375, Columns 386-94, Filters/Sheets395-98 and Buttons 376-85.

As described above Task Lists are also shown on Sub-Page Views and TeamPages. Task Lists contain tasks Performed and/or Managed by the Page orTeam being Viewed. The System “knows” who the Viewer is (by their login)and Tasks shown on the View are only those that, by rule, the Viewershould be able to see. Currently a Hidden Visibility Task is only listedfor its Manager or Performer's View. Additional Visibility Rules applyto other Task List functionality.

Rows 375:

Each task Performed and/or Managed by the User is Listed in a row ontheir User Page 300 Task List 330. The Background color of a row turnsYellow when the Task's warning time is passed and turns Red when thefinish time is past. Yellow and Red Background colors are not used onthe Completed Task Sheet. Columns 386-94:

The current Columns in the list are:

-   -   Name 386 (Task Name)    -   Start Time 387    -   Finish Time 388    -   Task Performer 389 (Task Performer's Page Name; Snowflake        Name/Page Name 205 is used when Task Performer is in a Snowflake        other than that of the Viewer)    -   Task Manager 390 (Task Manager's Page Name; Snowflake Name/Page        Name 205 is used when Task Manager is in a Snowflake other than        that of the Viewer)    -   Priority 391    -   Visibility 392 (Standard or Hidden)    -   Team 393 (Team Name (If Task is attached to a Team); Snowflake        Name/Team Name is used when Team Manager is in a Snowflake other        than that of the Viewer)    -   percent Complete 394

The Competed Sheet task list also contains a column for Date Completed,which shows the date and time that the Task performer entered that theTask was 100 percent complete.

The list 330 can be sorted by any of the columns 386-94.

Filters/Sheets 395-98: These selections load the list with theappropriate Tasks.

-   -   Currently Active 396: Shows Tasks that have passed their        Scheduled Start time and are not yet 100 percent complete    -   Future 397: Shows Tasks that have not yet reached their        Scheduled Start time    -   Current and Future 395: Shows Tasks that are both Currently        Active and Future    -   Completed 398: Shows Tasks that are 100 percent Complete

Additional Filters/Sheets can be added.

Buttons 376-85:

Buttons initiate functionality for existing Tasks. The User must firstselect a task (by clicking on the task row 375, highlighting the task)then click the button 376-85 that represents the functionality the Userwants to initiate. Currently only the Definition 376, Sub-Task(s) 377and Delete Buttons 385 are available for a completed Task.

Definition 376:

Clicking the Definition 376 Button redirects the browser 5560 to a form3300 that shows Task details (FIG. 33). In addition to what is shown inthe figure, additional details include:

All Tasks in the Snowflake Universe are uniquely identified by thecombination of their Snowflake Name/Page Name/Task Name 3305. TheSnowflake Name/Page Name 205 are that of the Task's Performer.

If the Start time 3340 is passed, the time is in black bold font on theform. If the finish time 3310 is past and the task is Not 100 percentcomplete, the Finish time 3310 is in red bold font on the form. TheStart time 3340 is also in italics if the Task is Scheduled to startUpon the Completion of its Predecessor (UCP). The Finish time 3310 is initalics if the Start 3340 is UCP and the Finish time 3310 was entered asa Duration 3345. (Upon Completion of Predecessor) and (Duration 3345)are shown under the Start 3340 and Finish 3310 time when appropriate.

Italics represent a “Soft” Start 3340 and Finish 3310 time. Softschedules are schedules that are dependent upon the status of the Task'sPredecessor. The system will automatically change these schedules, andsend appropriate notifications, depending on the status of the Task'sPredecessor(s). This enables “Pull” or “Demand Driven Scheduling”. TheTasks Priority 3350, Visibility 3355, and Team 3360 attachment (if any)are shown.

Visibility Rules for both Teams and Tasks are implemented regarding ifthe Team Name and Parent, Predecessor(s) and Successor(s) (along withtheir associated overlaps) are shown. This mainly comes into playbecause Tasks can be on Task lists viewed by a User other than theTask's Manager or Performer. These situations can occur on Team Pages,Sub-Page Views and when the Viewer “drills” sideways via the Predecessorand Successor hyperlinks and up via the Parent Hyperlink (describedbelow).

The Parent 3365, Predecessor 3370, and Successor 3375 tasks shown on atasks Definition page 3300 are hyperlinks to the Definition pages 3300of these Tasks. Along with other security measures, the system canensure that the Viewer can not drill into a Snowflake that they are nota member of.

The latest status update 3325 is posted along with the time of theupdate 3380. If the Task has not been updated since its creation, itscreation time is used as the time its status was last updated. When atask is created the percent complete 3385 is initially loaded as 0 andthe status explanation 3325 is initially “Not Started”.

If the Viewer of the Task's Definition Page 3300 is not the Taskperformer then a check box 3330 is shown on the form that will enablethe viewer to request the Task Performer for an update of the Task'sStatus. This request will send an email to the email address associatedwith the Snowflake Page that is the Task Performer. The email will havea link to a form 3400 (FIG. 34) that enables the Task Performer toupdate the Status of the Task. (The Task Performer must be logged intothe SP to access the form.) The Update is entered into the Database andan email is sent to the status update requester that also contains theupdated information.

The Submit/Back/Close button 3335 on this form will close the window ifthe form was opened from an email. It will also Submit the request for aTask Status Update, described above, if one was made. The Backfunctionality of the button will take the viewer back to the User Page300 that the Definition button 376 was selected on and it will also stepback through the previous Definition Pages 3300 that the User may havedrilled through via the hyperlinks in the Task Definition form 3300.Sub-Task(s) 377:

Clicking the Sub-Task(s) button 377 redirects the browser 5560 to a form3500 that shows the selected Task's Sub-Tasks (FIG. 35). In addition towhat is shown in the figure, additional details include: A Task has aSub-Task if it is the Parent Task of another Task. The Task it is theParent Task of is its immediate Sub-Task. The term Sub-Task also refersto Tasks that are beyond/below the immediate Sub-Task level (i.e.sub-tasks of the immediate sub-tasks of the selected Task etc). TheParent Task/Immediate Sub-Task relationship can create a network ofSub-Tasks for a Task that goes well beyond the selected Task's immediatesub-tasks. This network can have many levels and branches. At some pointthis form 3500 may diagram these networks (beyond just listing theirmembers).

Task visibility rules are used when loading the sub-task list. (Thelisting of Hidden Visibility Tasks depends on who is viewing the list)It is likely that the complete list is shown to the Task Manager andTask Performer of the selected Task regardless of the Sub-Task'svisibility (This is due to the 100 percent complete rules discussedbelow regarding Updating a Task's Status. Currently the Task's Sub-Tasksform 3500 lists the Name 3505, Performer 3510, and percent Complete 3515of the Selected Task's Sub-Tasks 3525. Clicking on a Sub-Tasks Name 3530will take the viewer to the selected sub-task's Definition Page 3300.The Definition form's 3300 back button 3335 also knows when it shouldtake the user back to the Task's Sub-Tasks form 3500.

The Back button 3520 on the Task's Sub-Tasks form 3500 will take theUser back to the page the Sub-Task(s) button 377 was selected on.

-   -   Status 378: Clicking the Status button 378 redirects the browser        5560 to the Update Task Status form 3600 that allows the        selected Task's Performer to update the Status 3615, 3620 of the        selected Task (FIG. 36). The Update Task Status form 3600 is        only available to the selected Task's Performer. In addition to        what is shown in the figure, additional details include: Task        3605: Shows the Tasks full name that uniquely identifies it        within the Snowflake Universe. (Task Performers Snowflake        Name/Task Performers Page Name/Task Name) Status Last Updated        3610: Shows the Time & Date that the Task's Status was last        updated. If the Task's Status has never been updated then the        Task's creation Time & Date are used.

The percent complete field 3615 will be filled with the number currentlyin the data base for this task (Newly created Tasks are given “0”). TheTask's Performer can change this field to any number between 1 and 100inclusive.

A Task's Predecessor(s) and all of its Sub-Tasks must be 100 percentcomplete before it can be 100 percent complete. If the User attempts tobreak this rule they will not be allowed and they will be given an errormessage. Dependencies can be viewed as described above and modified(including attachments removed) as described later in this document.Also, as discussed above Sub-Tasks include the entire potential network,not just the Immediate Sub-Tasks.

-   -   The written status explanation field 3620 will be filled with        the Description currently in the data base for this task (Newly        created Tasks are given “Not Started”). The Task's Performer can        change this field to any description/status explanation.

Selecting the Cancel button 3630 will just redirect the browser 5560 tothe page the Status button 378 was selected on.

Selecting the Submit button 3625 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, the updates are made, notices are sent out and the Viewer istaken back to the page the Status button 378 was selected on.

These details also apply to the Task Performer Update Status of Taskform 3400, discussed above. The “Submit & Close” button 3425 on the TaskPerformer Update Status of Task form 3400 will make checks includingthose mentioned above. If there are problems, error messages are posted.If no problems, the updates are made, notices are sent out and thewindow is closed.

The Task Performer Update Status of Task form 3400 and the Update TaskStatus form 3600 allow the user to input that a task is Finished (early,on-time or late). This can affect the Task Window and/or Schedule forboth the selected Task's Downstream Tasks and Sub-Tasks (and theSub-Task's downstream tasks). (i.e. If a Successor of the Selected Taskis scheduled to start UCP then its Start time is automatically modifiedbased on the status of the Selected Task. Its finish Time may also beautomatically modified).

The system will make the necessary and appropriate checks when the newstatus is submitted and the necessary and appropriate schedulemodifications will be made and notifications will be sent out.

Warning 379:

-   -   Clicking the Warning button 379 redirects the browser 5560 to        the Change Warning Time form 3700 that currently allows the        selected Task's Performer to change the selected Task's warning        time (FIG. 37). This form is only available to the selected        Task's Performer. In addition to what is shown in the figure,        additional details include: Start 3730 and Finish 3705 time        along with UCP and Duration 3735 are presented as they are in        the Definition form 3300, discussed above.    -   If no warning time is set, “No Time Set” is posted 3710.    -   Set or modify Warning time by entering the amount of time before        the Task's scheduled Finish time that you wish the warning to be        initiated. (Number 3740 and Increment 3715 (Minute, Hour, Day,        Week, Month Year))    -   As explained on the form, when the warning time is reached        Notice goes out & the tasks row background turns yellow.

Selecting the Cancel button 3725 will just redirect the browser 5560 tothe page the Warning button was selected on. Selecting the Submit button3720 will make checks including those mentioned above. If there areproblems, error messages are posted. If no problems, the updates aremade, and the Viewer is taken back to the page the Warning button 379was selected on.

Task Manager 380:

Clicking the Task Manager 380 Button redirects the browser 5560 to theChange Task Manager form 3800 that allows the Viewer to change (orinitiate the process of changing) the selected Task's Manager 3805 (FIG.38). In addition to what is shown in the figure, additional detailsinclude: Identification of Potential new Task Manager 3810. SameSnowflake or Team 3840 as Viewer or Different Snowflake 3815. If SameSnowflake or Team 3840 is selected and the Task is not attached to aTeam or is attached to a hidden visibility Team that the Viewer is not amember or manager of then the Viewer chooses from a list of User Page300 s in the same (their) Snowflake. If Same Snowflake or Team 3840 isselected and the Task is Attached to a Standard Visibility Team or ahidden visibility team that the viewer is a member or manager of thenthe Viewer chooses from a list of User Page 300 s that are the Manageror Members of the Team that the Task is attached to. If DifferentSnowflake 3815 is selected, the User must enter the Snowflake Address3845 (Snowflake Name/Page Name 205) of the User Page 300 they wish to bethe New Task Manager (this will be checked upon submittal to make sureit is valid). The Task Manager and Performer of a Task that is Attachedto a Team must be the Team Manager or Members of the Team the Task isattached to. For Hidden Team security reasons, the identification of apotential new Task Manager that is not the manager of or a member of aHidden Team the Task is attached to is allowed on this form (if theviewer is not a member of the hidden Team the Task is attached to). Thissituation may be resolved later in the Change Task Manager process bythe forced rejection of the request.

-   -   Comment for the new Task Manager's notice or the Request 3820        that is sent via a Requested Operation to the potential new Task        Manager or the Request that is sent via a Requested Operation to        the Current Task Manager. This routing is determined by the        rules outlined on the Change Task Manager form 3800.

Selecting the Cancel button 3835 will just redirect the browser 5560 tothe page the Task Manager button 380 was selected on.

Selecting the Submit button 3830 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, the change is either implemented and notices are sent out orthe appropriate Requested Operation is launched. This routing isdetermined by the rules outlined on the Change Task Manager form 3800and shown below.

Rule A1: If you are a Team Manager, changing task Management from oneTeam Member to another OR you are the Task Manager changing TaskManagement to one of your immediate Sub-Pages THEN the change will beimplemented and the appropriate notices will be sent out.

Rule A2: If you are the Task Manager changing Task Management to a Pagethat is NOT one of your immediate Sub-Pages THEN a change request willbe sent to and must be Accepted by the potential new Task Manager.

Rule A3: All other changes will be sent to the Task Manager for approvaland if necessary final Acceptance must be received from the potentialnew Task Manager.

When Rule A2 is enforced, a Requested Operation is launched. ThisRequested Operation currently sends an email to the email addressassociated with the Snowflake Page that is being asked to take overManagement responsibility for the Task. A link in the email takes thepotential new Task Manager to a Task Manager Change Request form 3900(FIG. 39). (The Potential New Task Manager must be logged into Snowflaketo access the form.) Along with other information on the Task ManagerChange Request form 3900, the inputs for the Viewer/Potential New TaskManager are:

-   -   Accept 3905: Selecting Accept on the form indicates that the        proposed New Task Manager accepts the Task Manager role.    -   Reject 3910: Selecting Reject on the form indicates that the        proposed New Task Manager does Not accept the Task Manager role.    -   Comment 3915: Enables the user to enter a comment that will be        part of the notices generated upon submittal.

Selecting the Submit & Close button 3920 will make checks includingthose mentioned above and that the Task Manager of a Task attached to aTeam must be the Manager or a Member of that Team. If there areproblems, error messages are posted. If no problems, for an acceptedrequest: the change is implemented, the browser 5560 is closed andappropriate notices are sent out. For a rejected request, the browser5560 is closed and notice is sent out.

When Rule A3 above is enforced a Requested Operation is launched. ThisRequested Operation currently sends an email to the email addressassociated with the Snowflake Page that is the current Task Manager. Alink in the email takes the Task Manager to a Change Task ManagerRequest form 4000 (FIG. 40). (The Task Manager must be logged into theSP to access the form.) Along with other information on the Change TaskManager Request form 4000, the inputs for the Viewer/Task Manager are:

-   -   Forward/Accept 4005: Selecting Forward/Accept on the form        indicates that the Task Manager accepts the proposed change.    -   Reject 4010: Selecting Reject on the form indicates that the        Task Manager does Not accept the proposed change.    -   Comment 4015: Enables the user to enter a comment that will be        part of the notices generated upon submittal.

Selecting the Submit & Close button 4020 will make checks includingthose mentioned above and that the Task Manager of a Task attached to aTeam must be the Manager or a Member of that Team. If there areproblems, error messages are posted. For a rejected request, the browser5560 is closed and appropriate notices are sent out. For an accepted(Forward/Accept) request, If no problems and the proposed Task Managerof a Task attached to a Team is the Manager or a Member of that Team,the following rules are enforced:

Rule B1: If you accept the request and the potential new Task Manager isyour Sub-Page, the Sub-Page of the Request Initiator, the RequestInitiator or this is a team task and you are the Team Manager and taskmanagement is being transferred from one team member to another THEN therequest is implemented

Rule B2: Otherwise if you forward the Request THEN a Request will beforwarded to the potential new Task Manager

For an Accepted request (Rule B1) changes are implemented, the browser5560 is closed and appropriate notices are sent out. For an Acceptedrequest (Rule B2) the process continues and as with Rule A2 and anotherRequested Operation is launched. This Requested Operation currentlysends an email to the email address associated with the Snowflake Pagethat is being asked to take over Management responsibility for the Task.A link in the email takes the potential new Task Manager to a TaskManager Change Request form 3900. (The Potential New Task Manager mustbe logged into the SP to access the form.) And the process continues asdescribed above. (An additional notice is sent to the original requestinitiator).

Task Performer 381:

Clicking the Task Performer 381 Button redirects the browser 5560 to aChange Task Performer form 4100 that allows the Viewer to change (orinitiate the process of changing) the selected Task's Performer (FIG.41). In addition to what is shown in the figure, additional detailsinclude: This form identifies the selected task 4105 and:

Inputs Include:

Identification of Potential new Task Performer 4110. Same Snowflake orTeam as Viewer 4140 or Different Snowflake 4115. If Same Snowflake orTeam as Viewer 4140 is selected and the Task is not attached to a Teamor is attached to a hidden visibility Team that the Viewer is not amember or manager of then the Viewer chooses from a list of User Page300 s in the same (their) Snowflake. If Same Snowflake or Team as Viewer4140 is selected and the Task is Attached to a Standard Visibility Teamor a hidden visibility team that the viewer is a member or manager ofthen the Viewer chooses from a list of User Page 300 s that are manageror members of the Team that the Task is attached to. If DifferentSnowflake 4115 is selected the User must enter the Snowflake Address4145 (Snowflake Name/Page Name 205) of the User Page 300 they wish to bethe New Task Performer (this will be checked upon submittal to make sureit is valid). The Task Manager and Performer of a Task that is Attachedto a Team must be the Team Manager or Members of the Team the Task isattached to. For Hidden Team security reasons, the identification of apotential new Task Performer that is not the manager of or a member of aHidden Team the Task is attached to is allowed on this form (if theviewer is not a member of the hidden Team the Task is attached to). Thissituation will be resolved later in the Change Task Performer process bythe forced rejection of the request.

-   -   Comment for the new Task Performer's notice or the Request 4120        that is sent via a Requested Operation to the potential new Task        Performer or the Request that is sent via a Requested Operation        to the Current Task Manager. This routing is determined by the        rules outlined on the Change Task Performer form 4100.    -   Ability/Requirement to change the Task Performers Name 4125:        Every Task that a particular User Page 300 is the performer of        Must have a unique Name. Therefore changing the Task Performer        can present a Naming Conflict if the proposed new Task Performer        of a Task is already the Task Performer of a different Task with        the same Name as the task they are the proposed new Task        performer of. If the Naming Conflict exists, an error message is        posted and the part of the form that enables/requires the User        to input a different Name for the Task becomes visible upon        submittal of the form. The new Name is also checked for        availability and the process continues until an available name        is entered or Cancel 4135 is selected.

Selecting the Cancel button 4135 will just redirect the browser 5560 tothe page the Task Performer button 381 was selected on.

Selecting the Submit button 4130 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, the change is either implemented and notices are sent out orthe appropriate Requested Operation is launched. This routing isdetermined by the rules outlined on the Change Task Performer form 4100and shown below.

Rule C1: If you are a Team Manager changing task Performer from one TeamMember to another OR you are the Task Manager changing Task Performer toone of your immediate Sub-Pages or yourself THEN the change will beimplemented and the appropriate notices will be sent out.

Rule C2: If you are the Task Manager changing Task Performer to a Pagethat is NOT one of your immediate Sub-Pages THEN a change request willbe sent to and must be Accepted by the potential new Task Performer.

If the new Task Performer is Task Manager THEN final acceptance orrejection is also made by the Task Manager/Performer on the TaskPerformer Change Request acceptance form 4200 (FIG. 42) Rule C3: Allother changes will be sent to the Task Manager for approval and ifnecessary final Acceptance must be received from the potential new TaskPerformer.

When Rule C2 above is enforced, a Requested Operation is launched. ThisRequested Operation currently sends an email to the email addressassociated with the Snowflake Page that is being asked to take overPerformer responsibility for the Task. A link in the email takes thepotential new Task Performer to a Task Performer Change Requestacceptance form 4200. (The Potential New Task Performer must be loggedinto the SP to access the form.) Along with other information on theTask Performer Change Request acceptance form 4200, the inputs for theViewer/Potential New Task Performer are:

-   -   Accept 4205: Selecting Accept on the form indicates that the        proposed New Task Performer accepts the Task Performer role.    -   Reject 4210: Selecting Reject on the form indicates that the        proposed New Task Performer does Not accept the Task Performer        role.    -   Comment 4215: Enables the user to enter a comment that will be        part of the notices generated upon submittal.    -   Ability/Requirement to change the Task Performers Name: Every        Task of which a particular User Page 300 is the Performer must        have a unique Name. Therefore changing the Task Performer can        present a Naming Conflict if the change is accepted and the        proposed new Task Performer of a Task is already the Task        Performer of a different Task with the same Name as the task        they are the proposed new Task performer of. If the Naming        Conflict exists, an error message is posted and the part of the        form that enables/requires the User to input a different Name        for the Task becomes visible. The new Name is also checked for        availability and the process continues until an available name        is entered or the request is rejected.

Selecting the Submit & Close button 4220 will make checks includingthose mentioned above and that the Task Performer of a Task attached toa Team must be the Manager or a Member of that Team. If there areproblems, error messages are posted. If no problems, for an acceptedrequest: the change is implemented, the browser 5560 is closed andappropriate notices are sent out. For a rejected request, the browser5560 is closed and notice is sent out.

When Rule C3 above is enforced, a Requested Operation is launched. ThisRequested Operation currently sends an email to the email addressassociated with the Snowflake Page that is the current Task Manager. Alink in the email takes the Task Manager to a Change Task PerformerRequest form 4300 (FIG. 43). (The Task Manager must be logged into theSP to access the form.) Along with other information on the Change TaskPerformer Request form 4300, the inputs for the Viewer/Task Manager are:

-   -   Forward/Accept 4305: Selecting Forward/Accept on the form        indicates that the Task Manager accepts the proposed change.    -   Reject 4310: Selecting Reject on the form indicates that the        Task Manager does Not accept the proposed change.    -   Comment 4315: Enables the user to enter a comment that will be        part of the notices or Request generated upon submittal.    -   Ability/Requirement to change the Task Performers Name: Every        Task of which a particular User Page 300 is the performer must        have a unique Name. Therefore changing the Task Performer can        present a Naming Conflict if the change is accepted and the        proposed new Task Performer of a Task is already the Task        Performer of a different Task with the same Name as the task        they are the proposed new Task performer of. If the Naming        Conflict exists, an error message is posted and the part of the        form that enables/requires the User to input a different Name        for the Task becomes visible. The new Name is also checked for        availability and the process continues until an available name        is entered or the request is rejected.

Selecting the Submit & Close button 4320 will make checks includingthose mentioned above and that the Task Performer of a Task attached toa Team must be the Manager or a Member of that Team. If there areproblems, error messages are posted. For a rejected request, the browser5560 is closed and appropriate notices are sent out. For an accepted(Forward/Accept) request, If no problems and the proposed Task Performerof a Task attached to a Team is the Manager or a Member of that Team,the following rules are enforced:

Rule D1: If you accept the request and the potential new Task Performeris your Sub-Page, the Sub-Page of the Request Initiator, the RequestInitiator or this is a team task and you are the Team Manager and taskperformer is being transferred from one team member to another THEN therequest is implemented

Rule D2: Otherwise if you forward the Request THEN a Request will beforwarded to the potential new Task Performer

For an Accepted request (Rule D1) changes are implemented, the browser5560 is closed and appropriate notices are sent out. For an Acceptedrequest (Rule D2) the process continues and as with Rule 2) above andanother Requested Operation is launched. This Requested Operationcurrently sends an email to the email address associated with theSnowflake Page that is being asked to take over Performer responsibilityfor the Task. A link in the email takes the potential new Task Performerto a Task Performer Change Request acceptance form 4200. (The PotentialNew Task Performer must be logged into the SP to access the form.) Andthe process continues as described above. (An additional notice is sentto the original request initiator).

Task 382:

Clicking the Task 382 Button redirects the browser 5560 to a Change Taskform 4400 that allows the Viewer to change (or initiate the process ofchanging) the selected Task's Definition (FIG. 44). In addition to whatis shown in the figure, additional details include: Fields 4405, 4410,4415, 4420, 4425 are pre-loaded with the Tasks current details.Submitting edited Details makes the Change(s) or initiates the Changeprocess.

-   -   Name 4405: Task Name (Must be unique Per task performer): The        rule that every Task that a particular User Page 300 is the        performer of Must have a unique Name also comes into play on        this form. Changing the Task Name can present a Naming Conflict        if the Task Performer is already Performing a different Task        with the proposed new Task Name. If the Naming Conflict exists,        an error message is posted.    -   Description 4410: Task Description (Every Task must have one)    -   Priority 4415: Task's Priority    -   Visibility 4420: Tasks Visibility (Current Task Visibility is        initially selected)    -   Team 4425: Lists the Task's Team Attachment options. Including        “No Team Attachment” and the Task's Current Team Attachment if        there is one. Tasks can only be attached to Teams that their        Performer and Manager are the Manager or Members of. For Hidden        Teams to be shown on this list the Viewer must be the Manager or        a Member of the Hidden Team.

If the Task is attached To a Hidden Team that the Viewer is Not theManager or a Member of then this Team is not Shown on this list and “NoTeam Attachment” is shown. In This Situation, If “No Team Attachment” isselected then the system treats the situation as if No Team Attachmentchange was requested.

-   -   Comment for the notice(s) or the Request 4435 that is sent via a        Requested Operation to the Task's Manager. This routing is        determined by the rules outlined on the Change Task form 4400.

Selecting the Cancel button 4445 will just redirect the browser 5560 tothe page the Task button was selected on.

Selecting the Submit button 4440 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, the change is either implemented and notices are sent out or aRequested Operation is launched. This routing is determined by the rulesoutlined on the Change Task form 4400 and shown below. (These rules maybe expanded for changing Team attachment from one Team to another)

Rule E1: If you are the task's Task Manager or you are the Team Managerof a Team that this task is attached to THEN this task will be changedwhen you submit this form and the appropriate notices will be sent out.

Rule E2: Otherwise your requested changes will be routed to the task'sTask Manager for Approval. You will be notified of their response.

When Rule E2 is enforced, a Requested Operation is launched. ThisRequested Operation currently sends an email to the email addressassociated with the Snowflake Page that is the selected Task's Manager.A link in the email takes the selected Task's Manager to a Change TaskDescription Request form 4500 (FIG. 45). (The selected Task's Managermust be logged into the SP to access the form.) The information on theform includes: Identifying the Request 4505, Comment from the Requestor4510, The Current “values” for each Task Definition element 4515, 4520,4535, 4540, 4545 and the Suggested changes 4525, 4530 are also posted onthe form. Along with other information on the Change Task DescriptionRequest form 4500, the inputs for the Viewer/Task Manager are:

-   -   Accept 4550: Selecting Accept on the form indicates that the        Task Manager accepts the Requested Changes to the Task.    -   Reject 4555: Selecting Reject on the form indicates that the        Task Manager does Not accept the Requested Changes to the Task.    -   Comment 4560: Enables the Viewer/Task Manager to enter a comment        that will be part of the notices generated upon submittal.

Every Task that of which a particular User Page 300 is the performermust have a unique Name. Changing the Task Name can present a NamingConflict if the change is accepted and the Task Performer is alreadyPerforming a different Task with the proposed new Task Name. If theNaming Conflict exists, an error message is posted indicating that theRequest Must be Rejected.

Selecting the Submit & Close button 4565 will make checks includingthose mentioned above and that the Task Performer and Task Manager ofthe selected Task are the Manager or Members of the Team they arerequested to be attached to. If there are problems, error messages areposted. If no problems, for an accepted request: the changes areimplemented, the browser 5560 is closed and appropriate notices are sentout. For a rejected request, the browser 5560 is closed and notice issent out.

Dependencies 383:

-   -   Clicking the Dependencies 383 Button redirects the browser 5560        to a Change Task Dependencies form 4600 that allows the Viewer        to change (or initiate the process of changing) the selected        Task's Dependencies (FIG. 46). In addition to what is shown in        the figure, additional details include: The Task 4605 and its        current Parent 4615 are Identified, and a link 4610 to the        Task's 4605 definition is provided.    -   Parent 4620: This allows the Viewer to change/request the change        of the selected Task's Parent Task. The Task will become a        Sub-Task of the Identified Parent Task (if one is Identified and        approved if necessary). “Keep Current Parent” and “No Parent”        are added to the previous Parent Task selection list discussed        above.    -   Predecessor(s) 4625 (w/ or w/o overlap 4630): The User is able        to Select Different Predecessor(s) 4635 for the selected Task        with this form, select that there are no Predecessor(s) for the        Task or select to keep the Task's Current Predecessor(s). The        User can also Identify if the Selected Task will be allowed to        overlap its Predecessor(s) 4640. The User may also be able to        input a comment for the Predecessor(s).    -   Successor(s) 4645 (w/ or w/o overlap): The User is able to        Select Different Successor(s) 4650 for the selected Task with        this form, Select that there are no Successor(s) for the Task or        select to keep the Task's Current Successor(s). The User can        also Identify if the Selected Task will be allowed to overlap        its Successor(s) 4655. The User may also be able to input a        comment for the Successor(s).

A Task's Parent, Predecessor(s) and Successor(s) combine to form awindow of time that the Task must be performed within. (This windowcalculation is described above (with the FIG. 14 description) and below)A Rule is that a window of time must exist for the performance of thisTask or an error message will be posted.

Selecting the Continue button 4665 will make checks including thoseassociated with the rules mentioned above. If there are problems, errormessages are posted. If no problems, the browser 5560 is redirected tothe Change Task Schedule form 4700 (FIG. 47). Selecting the Cancelbutton 4670 will just redirect the browser 5560 to the Page thatDependencies button was selected on. Changing a Task's Dependencies canchange its Task Window therefore the next step in this process isproviding user with the opportunity/requirement to modify the Task'sschedule on the Change Task Schedule form 4700. In addition to what isshown in the figure, additional details include: The Task is Identified4705 and a link 4706 to its definition is provided.

The Change Task Schedule form 4700 contains a “Current task window” 4710and a “Suggested task window” 4715. The Current task window 4710 iscalculated using the selected Task's current dependencies. The Suggestedtask window 4715 is calculated using the selected Task's newly suggesteddependencies.

A Task's Window is determined by the Selected Task's Dependencies(Parent, Predecessor(s) and Successor(s)) and their allowed overlaps. Asdescribed above, a Task must be scheduled between the Start and Finishtime of its Parent task. If a Task has Predecessor(s) and overlap is notallowed then the Task cannot be scheduled to start until thePredecessor's finish time. If overlap is allowed then the Task is Notallowed to be scheduled to finish until after the predecessor's finishtime. If a Task has Successor(s) and overlap is not allowed then theTask must be scheduled to finish before (or equal) the Successor's starttime. If overlap is allowed then the Task must be scheduled to finishbefore the Successor's finish time. If there is no restriction “open” isshown. The Task Window is determined by combining these rules and a Taskmust be scheduled within its window.

The selected Task's Current Start 4720 and Finish 4725 times are alsodisplayed along with their possibly associated UCP and Duration 4726.

-   -   Start Time (current 4730, now 4735, upon completion of        predecessor 4740, date & time 4745)    -   (4) There are four input options for the selected Task's Start        time. Current 4730: This will use the Task's currently scheduled        start time. Now 4735: This will use the time that the Submit        button on this form is selected. Upon Completion of Predecessor        (UCP) 4740: This option can only be used if the selected Task        has a Predecessor and Predecessor Overlap is not allowed. The        Predecessor's scheduled finish time is used as the selected        Task's Start Time. Select Start Date & Time 4745: The user        inputs the Date and Time they wish the selected Task to be        scheduled to start.        -   Finish Time (current 4750, duration 4755, date & time 4760)    -   (5) There are three input options for the selected Task's Finish        time. Current 4750: This will use the Task's currently scheduled        finish time. Duration 4755: This enables the User to identify a        period of time after the selected Task is scheduled to Start        that they want it to be scheduled to finish. Select Completion        Date & Time 4760: The user inputs the Date and Time they wish        the selected Task to be scheduled to Finish.

Identified Start and finish times must be within the Task Window. Onthis form, for the change Dependencies process, the Identified Start andFinish time for the selected task are checked against the Suggested taskwindow.

A Task's Finish Time Must be after its Start Time.

-   -   Comment for the notice(s) or the Request that is sent via a        Requested Operation to the Task's Manager. This routing is        determined by the rules outlined on the Change Task Schedule        form 4700.

Changing The selected Task's schedule can affect the Task Window and/orSchedule for both the selected Task's Downstream Tasks and Sub-Tasks(and the Sub-Task's downstream tasks). The system will make thenecessary and appropriate checks when the new schedule is submitted (andapproved if necessary) and the necessary and appropriate schedulemodifications will be made and notifications will be sent out.

Selecting the Back button 4780 will redirect the browser 5560 back tothe previous Change Task Dependencies form 4600. Selecting the Cancelbutton 4785 will just redirect the browser 5560 to the Page theDependencies button 383 was selected on. Selecting the Submit button4775 will make checks including those associated with the rulesmentioned above. If there are problems, error messages are posted. If noproblems, the changes are either implemented and the appropriate noticesare sent out or a Requested Operation is launched. (Either way thebrowser 5560 is redirected to the Page the Dependencies button wasselected on.) This routing is determined by the rules outlined on theChange Task Schedule form 4700 and shown below. Rule F1: If you are thetask's Task Manager or you are the Team Manager of a Team that this taskis attached to THEN this task will be changed when you submit this formand notices will go out.

Rule F2: Otherwise your requested changes will be routed to the task'sTask Manager for Approval. You will be notified of their response.

When Rule F2 above is enforced, a Requested Operation is launched. ThisRequested Operation currently sends an email to the email addressassociated with the Snowflake Page that is The selected Task's Manager.A link in the email takes the selected Task's Manager to a Change TaskDependencies Request form 4800 (FIG. 48). (The selected Task's Managermust be logged into the SP to access the form.) The information on theChange Task Dependencies Request form 4800 includes: Identifying theRequest 4805, A link to the task's definition 4810, Comment from theRequestor 4815, The Current Parent 4820, Predecessor(s) 4825 andSuccessor(s) 4835 (with their associated overlaps 4830) and theSuggested Parent 4840, Predecessor(s) 4845 and Successor(s) 4855 (withtheir associated overlaps 4850). The Current 4860 and Suggested TaskWindows 4865 are also shown as are the Current 4870 and Suggested 4875Start and Finish Times (with their associated UCP or Duration 4871).

Along with the other information on the Change Task Dependencies Requestform 4800, the inputs for the Viewer/Task Manager are:

-   -   Accept 4880: Selecting Accept on the form indicates that the        Task Manager accepts the Requested Task Dependencies Schedule        Changes.    -   Reject 4885: Selecting Reject on the form indicates that the        Task Manager does Not accept the Requested Task Dependencies        Schedule Changes.    -   Comment 4890: Enables the Viewer/Task Manager to enter a comment        that will be part of the notices generated upon submittal.

Start and finish times must be within the Task Window. On the ChangeTask Dependencies Request form 4800, for the change Dependenciesprocess, the Suggested Start and Finish time 4875 for the selected taskare checked against the Suggested task window.

Selecting the Submit & Close button 4895 will make checks includingthose mentioned above. If there are problems, error messages are posted.If no problems, for an Accepted request: the changes are implemented,the browser 5560 is closed and appropriate notices are sent out. For aRejected request, the browser 5560 is closed and notice is sent out.

Schedule 384:

Clicking the Schedule 384 Button redirects the browser 5560 to a ChangeTask Schedule form 4900 that allows the Viewer to change (or initiatethe process of changing) the selected Task's Schedule (FIG. 49). TheChange Task Schedule form 4900 is similar to the Change Task Scheduleform 4700 except that, for the Change Schedule process, only the Currenttask window 4710 is shown and the Identified Start 4720 and Finish 4725times for the selected task are checked against the Current task window.The Change Task Schedule form 4900 also does not have a back button.

For additional details see the Change Task Schedule form 4700description above. The submittal process for the Change Schedule process(FIG. 49) is also different than the submittal process for the ChangeDependencies process (FIG. 47)

Selecting the Submit button 4975 on the Change Task Schedule form 4900will make checks including those associated with the rules mentionedabove. If there are problems, error messages are posted. If no problems,the changes are either implemented and the appropriate notices are sentout or a Requested Operation is launched. (Either way the browser 5560is redirected to the Page the Schedule button 384 was selected on.) Thisrouting is determined by the rules outlined on the Change Task Scheduleform 4900 and shown below. Rule G1: If you are the task's Task Manageror you are the Team Manager of a Team that this task is attached to THENthis task will be changed when you submit this form and notices will goout.

Rule G2: Otherwise your requested changes will be routed to the task'sTask Manager for Approval. You will be notified of their response.

When Rule G2 is enforced, a Requested Operation is launched. ThisRequested Operation currently sends an email to the email addressassociated with the Snowflake Page that is The selected Task's Manager.A link in the email takes the selected Task's Manager to a Change TaskSchedule Request form 5000 (FIG. 50). (The selected Task's Manager mustbe logged into the SP to access the form.) The information on the ChangeTask Schedule Request form 5000 includes: Identifying the Request 5005,A link to the task's definition 5010, Comment from the Requestor 5015,the Current Task Window 5020 and the Current 5025 and Suggested 5030Start and Finish Times (with their associated UCP or Duration 5026).

Along with the other information on the form (FIG. 50), the inputs forthe Viewer/Task Manager are:

-   -   Accept 5035: Selecting Accept on the form indicates that the        Task Manager accepts the Requested Task Schedule Change.    -   Reject 5040: Selecting Reject on the form indicates that the        Task Manager does Not accept the Requested Task Schedule Change.    -   Comment 5045: Enables the Viewer/Task Manager to enter a comment        that will be part of the notices generated upon submittal.

Checked rules include; Identified Start and finish times must be withinthe Task Window. On this form, for the change Schedule process, theSuggested Start and Finish time for the selected task are checkedagainst the Current task window. A Tasks Finish Time Must be after itsStart Time.

Selecting the Submit & Close button 5050 will make checks includingthose mentioned above. If there are problems, error messages are posted.If no problems, for an accepted request: the changes are implemented,the browser 5560 is closed and appropriate notices are sent out. For arejected request, the browser 5560 is closed and notice is sent out.

Changing The selected Task's schedule can affect the Task Window and/orSchedule for both the selected Task's Downstream Tasks and Sub-Tasks(and the Sub-Task's downstream tasks). The system will make thenecessary and appropriate checks when the new schedule is submitted (andapproved if necessary) and the necessary and appropriate schedulemodifications will be made and notifications will be sent out.

Delete Task 385:

Clicking the Delete Task 385 Button redirects the browser 5560 to aDelete Task form 5100 that allows the Viewer to Delete (or initiate theprocess of deleting) the selected Task (FIG. 51). In addition to what isshown in the figure, additional details include: The Task is identified5110 and a link 5110 to its Definition is provided.

Comment 5120 for the notice(s) or the Request that is sent via aRequested Operation to the Task's Manager. This routing is determined bythe rules outlined on the Delete Task form 5100.

Selecting the Cancel button 5130 will just redirect the browser 5560 tothe page the Delete Task button 385 was selected on.

Selecting the Submit button 5125 will make checks including thosementioned above. If there are problems, error messages are posted. If noproblems, the Deletion is either implemented and notices are sent out ora Requested Operation is launched. This routing is determined by therules 5115 outlined on the Delete Task form 5100 and shown below. RuleH1: If you are the Task's Task Manager or you are the Team Manager of aTeam that this Task is attached to THEN this Task will be deleted whenyou submit this form and notices will go to You and the Task'sPerformer, Manager, Parent, Predecessor, Successor, Immediate Sub-Task'sas well as the Team Manager if this is a Team Task. No one page willreceive more than one notice.

Rule H2: Otherwise your request for Task deletion will be sent to theTask's Task Manager for Approval and you will be notified of thisrouting and the Task Manager's response.

When Rule H2 is enforced, a Requested Operation is launched. ThisRequested Operation currently sends an email to the email addressassociated with the Snowflake Page that is The selected Task's Manager.A link in the email takes the selected Task's Manager to a Delete TaskRequest form 5200 (FIG. 52). (The selected Task's Manager must be loggedinto the SP to access the form.) The information on the form includes:Identifying the Request 5205, a link 5210 to the Task's definition and aComment 5215 from the Requestor. Along with other information on theDelete Task Request form 5200, the inputs for the Viewer/Task Managerare:

-   -   Accept 5220: Selecting Accept on the form indicates that the        Task Manager accepts the Request to Delete the selected Task.    -   Reject 5225: Selecting Reject on the form indicates that the        Task Manager does Not accept the Request to Delete the selected        Task.    -   Comment 5230: Enables the Viewer/Task Manager to enter a comment        that will be part of the notices generated upon submittal.

Selecting the Submit & Close button 5235 will make checks includingthose mentioned above. If there are problems, error messages are posted.If no problems, for an accepted request: the Deletion is implemented,the browser 5560 is closed and appropriate notices are sent out. For arejected request, the browser 5560 is closed and notice is sent out.

Other Lists 340, 350, 360, 370

The next elements of a User Page 300 are the Managed Group 340, MemberGroup 350, Teams Managed 360, and Teams Member 370 lists.

Managed Group 340, Member Group 350, Teams Managed 360, and Teams Member370 lists are also discussed above in the View Sub-Pages section.

A group consists of a Snowflake Page and the Pages that it is theManager Page of (its immediate Sub-Pages). See FIGS. 3, 20, and 21.

Managed Group 340: Lists the group(s) 341 that the Viewed Page is theManager of.

From the User Page View, the listed Pages 341 are hyperlinks that open awindow filled with the Sub-Page View of the selected Page (Manager Pagecan not link to a Sub-Page View of its self).

From a Sub-Page View the listed Pages 340 include hyperlinks by whichthe current window is redirected to the Sub-Page View of the SelectedPage (Viewer can not link to a Sub-Page View of the Sub-Page it isViewing). This Process enables the Viewer to “Drill Down” into theirOrganization/Snowflake. Member Group 350: Lists the group(s) 351 thatthe Viewed Page is a Member of.

From the User Page View, the listed Pages 351 are NOT hyperlinks. Thisis due to the current Rule that a User cannot View their Peer's Pages orthe Pages “above” Them in the organizational hierarchy.

From a Sub-Page View the listed Pages 351 include hyperlinks by whichthe current window is redirected to the Sub-Page View of the SelectedPage. (Viewer can not view a Sub-Page View of their own Page or thesub-Page they are currently viewing)

This Process enables the Viewer to “Drill Around” within theirOrganization/Snowflake. Teams Managed 360: Lists Team(s) 361 Managed byPage being viewed.

From the User Page View, the listed Teams 361 are hyperlinks that open awindow filled with the Team Page of the selected Team. The Team Page hasa Close button That Closes the window.

From a Sub-Page View the listed Pages 361 include hyperlinks by whichthe current window is redirected to the Team Page of the Selected Team.This Team Page has a Back Button.

Hidden Teams are only listed when the Viewer is the Team Manager or aTeam Member. When shown, Hidden Teams have a slightly differentBackground color on the list.

Teams Member 370: Lists Teams the Page being viewed is a Member of.

From the User Page 300 View, the listed Teams are hyperlinks that open awindow filled with the Team Page of the selected Team. The Team Page hasa Close button That Closes the window.

From a Sub-Page View the listed Pages include hyperlinks by which thecurrent window is redirected to the Team Page of the Selected Team. ThisTeam Page has a Back Button.

Hidden Teams are only listed when the Viewer is the Team Manager or aTeam Member. When shown, Hidden Teams have a slightly differentBackground color on the list.

Additional Items Not Shown/discussed Include but are not limited to:

-   -   The SP may include Responsibility, Objective, Skills and        Expertise (R.O.S.E.) Functionality. This functionality will        enable responsibilities, objectives, skills and expertise to be        “attached” to User Page 300 s and in turn to Tasks etc. These        User Page 300 attributes will have various visibilities and be        “searchable” throughout the Snowflake Universe (relative to        their visibility). They can also be part of performance reports.        Manager Pages will be able to assign (and modify) these        attributes to their Sub-Pages and Sub-Pages will be able to ask        their Manager Page to approve the addition of and/or        modification of these attributes attached to their Page. Other        User Page 300 s, including Team Manager Pages, may also be able        to attach/request the attachment of these attribute types to        other User Page 300 s.    -   Internal Snowflake and external Searches etc may also be        integrated into the application.    -   The SP may include a variety of Reports including Performance        and Expense.    -   The SP may maintain a custom Contact List for each User Page 300        along with methods for expediting the sending of messages etc to        other Snowflake Pages.    -   Calendars and Document management methods that take advantage of        the SP's structure may also be integrated into the application        (i.e. Page, Group, Department, Snowflake, Snowflake Universe,        Team and Process etc.)

Additional Task related functionality may include:

-   -   “Done For the Day” Repetitive Tasks and “Bull Pen” Tasks    -   Allocate/Move and Delete Multiple Tasks at one Time or request        multiple User Page 300 s to take over various responsibilities        for a Task with the first to accept the task ending the process        with the appropriate data modifications made and notices sent        out etc.    -   Task Notes    -   Clock in and out etc.    -   The SP may develop and/or integrate 3rd Party functionality        (including task specific functionality,        communication/collaboration functionality and back end business        systems etc.)    -   Additional Security, authority hierarchy rules, Agent and        Scheduling engine Functionality may be developed.

As noted above, the SP works in a Rules-Based organization environment.Accordingly, exemplary sets of task rules, user page rules, team rules,first user page rules and authority rules (manager, team manager andtask manger rules) are briefly described below. While these provide oneworkable set of rules, other embodiments may employ more a or lessrules.

Task Rules:

-   -   (1) Every task must have a name    -   (2) Every task who's Performer is the same must have a unique        name    -   (3) The Full name of a task is <Company Name>/<Performer        Name>/<Task Name> When displayed <Company Name> is not displayed        if the logged in Page is in the same company.    -   (4) Every task must have a description.    -   (5) Every task must have 1 and only 1 Performer    -   (6) Every task must have 1 and only 1 Manager    -   (7) A Task attached to a Team must be Performed and Managed by a        Member or the Manager/Owner of that team.    -   (8) Every task must have 1 and only 1 Creator    -   (9) Every task must have a Start Time & a Finish Time    -   (10) A Task's finish time must be after the start time.    -   (11) A Task can only have one Predecessor & one Successor    -   (12) A task cannot be assigned as a dependency task if it is        late or Percent Complete is 100.    -   (13) A task has to be scheduled in its Window (see code for        definition of the window).    -   (14) A task can only be a UPC task if it has a Predecessor.    -   (15) Every task must have a Priority    -   (16) A task must have a visibility.    -   (17) A task that is Hidden can only be seen by the task        performer, Manager, potential new manager, or potential new        performer. Also sometimes it can also been seen by its immediate        parent, children, predecessor, and successor. Also it can also        sometimes see a task X if you are currently viewing another task        whose is a child of task X, a immediate predecessor of X, or a        immediate successor of X.    -   (18) Every task must have a percent complete    -   (19) A percent complete of one hundred will not be accepted if        the Task's Predecessor AND all its Sub-Task's are not 100        percent complete    -   (20) A percent Complete can not be greater than one hundred    -   (21) Every task must have a Status Explanation    -   (22) A Task's percent Complete and Status explanation can only        be modified by the Task Performer    -   (23) A Task's Warning time can only be viewed and modified by        the Task Performer    -   (24) When Creating a Task: (a) If you are a Team Manager        Creating a Team Task to be Performed & Managed by Team Member(s)        OR you are the Manager Page of the new Task's Recipient        (Performer &/or Manager) OR You are the Recipient (Performer        &/or Manager) THEN the Task will be assigned and the appropriate        notices will be sent out. (b) ELSE the Task will be assigned AND        a RO will be sent out that will allow the recipient to give the        Task back.    -   (25) Changing Task Manager and/or Performer: (a) If you are a        Team Manager changing task Performer or Manager from one Team        Member to another OR you are the Task Manager changing Task        Performer or Manager to one of your immediate Sub-Pages (or        yourself in the case of changing Task Performer) THEN the change        will be implemented and the appropriate notices will be sent        out. (b) If you are the Task Manager (Not Team Manager) changing        Task Performer or Manager to a Page that is NOT one of your        immediate Sub-Pages THEN a change request RO will be sent to and        must be Accepted by the potential new Task Performer or        Manager. (c) All other Task Performer or Manager changes will be        sent (via an RO) to the Task Manager for approval and if        necessary final Acceptance must be received from the potential        new Task Performer or Manager. (Final Acceptance from the        ultimate “Recipient” is required IF they are Not the Task        Manager's immediate Sub-Page, the immediate Sub-Page of the        Request Initiator or the Request initiator (?Task Manager? for        performer or does this go to RO1ChangeTaskPerformer) (the        Additional RO is also not required if the current Task Manager        is the Team Manager of a Team task we are dealing with (But this        situation would follow path a. above))    -   (26) When Changing “Task”, “Schedule”, “Dependencies” or        “Deleting” a Task: (a) If you are the task's Task Manager or you        are the Team Manager of a Team that this task is attached to        THEN the change or deletion will be implemented when you submit        the form. (b) Otherwise your requested change or deletion will        be routed (via a “Task”, “Schedule”, “Dependencies” or        “Deleting” RO) to the task's Task manager for Approval.    -   (27) When changing a Task's Dependencies its Schedule must also        be re-evaluated (its window may have changed)    -   (28) A task status cannot be 100 percent unless all of its        sub-tasks are 100 percent complete and its predecessor is 100        percent complete.    -   (29) The task name cannot contain a “/”.    -   (30) A task cannot have a Empty Name.    -   (31) Email notifications only go out from a Task if its “Save”        method was called directly by the front end. If it is call from        another area in the middle tier its notifications are disabled.

User Page Rules:

-   -   (1) Every Page must have Organization.    -   (2) A Page cannot have more than 1 Manager Page    -   (3) Page that creates a Sub-Page is the Sub-Page's initial        Manager Page    -   (4) Every Page must have a name.    -   (5) Every Page in the same Organization must have a unique name.    -   (6) The Full name of a Page is <Organization Name>/<Page Name>        When displayed <Organization Name> is not displayed if the        logged in Page is in the same organization.    -   (7) Every Page must have a department.    -   (8) Every Page must have an email address.    -   (9) Only a Page with no Manager can modify its Organization        object    -   (Snowflake Name).    -   (10) Only a Page with no Manager can modify its own Name.    -   (11) Only a Page with no Manager can modify its own Department.    -   (12) Only a Page with no Manager can initiate an RO to Move        itself.    -   (13) A Page with no Manager can only be Moved if it has NO        Sub-Pages.    -   (14) A Page with no Manager can only be Deleted if it has NO        Sub-Pages and is the Manager of NO Teams.    -   (15) Only a Manager Page can: (a) Initiate a RO to Change the        Manager Page of one of its Direct Reports. (b) Create a new        Snowflake by “Moving Out” a Direct Report Sub-Page or Branch (NO        RO is launched in this situation). (c) Delete a Direct Report        Sub-Page    -   (16) If a Move/Change Manager RO is accepted (this would be for        moves within the Same Snowflake, to a Different Snowflake, or a        single Page move to a New Snowflake), the Moved Page's Sub-Pages        (if any) will move up one level in the hierarchy and become        Sub-Pages to the Page that initiated the Change Manager RO (the        moved page's old Manager Page)    -   (17) A Deleted Page's Sub-Pages (if any) will move up one level        in the hierarchy and become the deletor's Sub-Pages    -   (18) 18 Deletor (Manager Page) will also become the New Manager        of any Standard Visibility Teams that the Sub-Page is the        current Manager of.    -   (19) 19 Hidden Visibility Teams Managed by the Deleted Sub-Page        will be Deleted    -   (20) Tasks on the Deleted Sub-Page and on a First User Page are        automatically dealt with by the System as follows: (Standard        Visibility Tasks) (a) IF the Deleted Page is Task Performer only        THEN Task Manager becomes Performer & Manager (b) IF Deleted        Page is Task Manager only THEN the Deleted Page's Manager Page        (page doing the deleting) Becomes the Task Manager UNLESS the        Task is attached to a Team AND the Manager Page is NOT a Team        member or Manager THEN The Team Manager becomes the Task        Manager (c) IF Deleted Page is Task Manager AND Task Performer        THEN the Deleted Page's Manager Page (page doing the deleting)        Becomes the Task Manager & Task Performer UNLESS the Task is        attached to a Team AND the Manager Page is NOT a Team member        THEN The Team Manager becomes the Task Manager & Task Performer

(Hidden Visibility Tasks) (i) IF the Deleted Page is Task Performer onlyTHEN Task Manager becomes Performer & Manager (ii) IF the Deleted Pageis Task Manager only THEN:—IF the Task is attached to a HIDDEN Team THENThe Team Manager becomes the Task Manager—IF the Task is NOT attached toa HIDDEN Team THEN Task Performer becomes Performer & Manager (iii) IFDeleted Page is Task Manager AND Task Performer THEN:—IF the Task isattached to a HIDDEN Team THEN The Team Manager becomes the Task Manager& Task Performer—IF the Task is NOT attached to a HIDDEN Team THEN Taskis Deleted.

-   -   (21) A page must have a visibility.    -   (22) Creation date and time defaults to current date and time        during the save if the page is a new page.    -   (23) You can't change a sub pages manager to be in a different        snowflake unless you all of the sub pages reports do not move to        the new snowflake but instead become sub pages of the moved sub        page's manager. (“Move SubPage”).

Team Rules (Not required—a Task does not have to be attached to a Team):

-   -   (1) Every Team must have one and only one Owner/Manager    -   (2) Page that creates a Team is the Team's initial Manager/Owner    -   (3) Every Team must have a Name    -   (4) All Teams Managed by members of a particular Snowflake must        have a unique Name    -   (5) The Full name of a team is <Snowflake Name of Team        Manager/Team Name>. When displayed <Organization Name> is not        displayed if the logged in Page is in the same organization.    -   (6) A Team must have a Goal/Purpose    -   (7) A Team must have a Visibility    -   (8) Hidden visibility Teams can only be seen by their        manager/owner and members    -   (9) Hidden visibility Teams will be deleted when/if their        Manager/Owner page is deleted. All team tasks become non-team        tasks.    -   (10) Only a Team Manager/Owner can: (a) Initiate a RO that will        invite A Page(s) to become Part of the Team (b) Remove team        Members from the Team (c) Modify a Team (Name, Goal/Purpose and        Visibility) (d) Initiate a RO to Change the Team        Manager/Owner (e) Delete a Team    -   (11) A page cannot be a member of a team without a RO (Invite        Member or Change Manager)    -   (12) A page cannot be a member of a team twice.    -   (13) When a Page is removed from a Team all their Team tasks        responsibilities (task manager or task performer for tasks        attached to the team they have been removed from) are assigned        to the Team Owner.    -   (14) IF, when changing Team Manager, the Team Manager chooses        Not to remain part of the team And the Team Management        Allocation is Accepted, the New Team Manager Will receive all of        their Task Responsibilities for Tasks attached to this Team.    -   (15) When a Team is deleted the team tasks Manager and Performer        responsibilities will stay as they are but these tasks will no        longer be attached to a Team.

The SP enables its users to Create, View, Modify, Move (i.e. changemanager), or Delete:

-   -   Snowflakes and “first User Pages”    -   User Pages for Direct Reports    -   Teams    -   Tasks

Creation:

Creation of these elements automatically populates the snowflake data5660 and sends out notices to the appropriate Users. Relationshipsbetween the newly created element and previously created elements arerecorded.

Snowflakes and first user Pages may be created via a server website.User Pages for Direct Reports, Teams and Tasks may be created via UserPages.

Viewing:

Viewing these elements is enabled via each user's User Page. An exampleembodiment provides each Snowflake User with their own User Page thatcontains lists and navigation enabling them to view their DirectReport's User Pages, the Team Pages of Teams they are part of, and Tasksthey are the manager or performer of.

Modifying:

Modifying elements is enabled via each user's User Page and governed bythe system's automated Authority Rules (see “Authority Rules” below).Modifications attempted by a User for which the User has authority areimmediately implemented and notices are sent out to the appropriateUsers.

Modifications attempted by a User for which the User does NOT haveauthority are automatically routed to the User with authority forapproval or rejection—the User initiating the attempted modification isimmediately notified of the routing. If the Modification is rejected,the initiator is notified and the modification is NOT implemented. Ifthe Modification is accepted, the modification is implemented andnotices are sent out to the appropriate Users.

Currently, inviting a User to become a Team Member requires thepotential new Team Member to accept or reject the invitation. (Thissituation however may change in the future and be integrated into theauthority hierarchy.) If the “Invitation” is rejected, the initiator isnotified and the invited User does NOT become part of the Team. If theinvitation is accepted, the invited User does become part of the Teamand notices are sent out to the appropriate Users.

Moving

Moving—Changing the Manager of a Direct Report's User Page or a Teammanaged by the User is enabled via each user's User Page and currentlyalways requires the potential New Manager to accept or reject the move.(These situations however may change in the future and be integratedinto the authority hierarchy.) If the “Move” is rejected, the initiatoris notified and the move is NOT implemented. If the move is accepted,the modification is implemented and notices are sent out to theappropriate Users.

Deleting

Deleting these elements associated with each user is enabled by eachUser's User Page and governed by the system's automated Authority Rules.Authority Rules as well as other User Page, Team, Task and notificationRules come into play.

Authority rules—(Manager page, Team manager, Task Manager):

First User Page:

-   -   (1) Only a Page with no Manager can modify its Organization        object (Snowflake Name).    -   (2) Only a Page with no Manager can modify its own Name.    -   (3) Only a Page with no Manager can modify its own Department.    -   (4) Only a Page with no Manager can initiate an RO to Move        itself.

Manager Page:

-   -   (1) Manager Page=>Delete a Direct Report Sub-Page    -   (2) Manager Page=>Change its direct reports Name & Department    -   (3) Manager Page=>Create Tasks for Direct Reports (without their        approval)    -   (4) Manager Page=>Change/Assign Task Performer or Manager (of a        task the Manager Page is Task Manager of) to one of its        immediate Sub-Pages    -   (5) Manager Page=>Initiate a RO to Change the Manager Page of        one of its Direct Reports    -   (6) Manager Page=>Create a new Snowflake by “Moving Out” a        Direct Report Sub-Page or Branch (NO RO is launched in this        situation)

Team Manager:

-   -   (1) Team Manager=>Delete a Team    -   (2) Team Manager=>Initiate a RO that will invite A Page(s) to        become Part of the Team    -   (3) Team Manager=>Remove team Members from the Team    -   (4) Team Manager=>Modify a Team (Name, Goal/Purpose and        Visibility)    -   (5) Team Manager=>Initiate a RO to Change the Team Manager/Owner    -   (6) Team Manager=>Create Team Tasks for Team Members (without        their approval)    -   (7) Team Manager=>Change Team Task's task Performer or Manager        from one Team Member to another (without approval of Task        Manager or new Task Performer or Manager)    -   (8) Team Manager=>Change Team Task's “Task”, “Schedule”,        “Dependencies” or “Delete” the Task (without approval of Task        Manager)

Task Manager:

-   -   (1) Task Manager=>Change “Task”, “Schedule”, “Dependencies” or        “Delete” the Task    -   (2) Task Manager=>Approve change requests (ROs) (Made by someone        other than Task Manager (or Team Manager for Team Tasks)) to        change “Task”, “Schedule”, “Dependencies” or “Delete” the Task    -   (3) Task Manager=>Change Task Performer or Manager to one of its        immediate Sub-Pages (or itself in the case of changing Task        Performer) (a) Task Manager (Not Team Manager) changing Task        Performer or Manager to a Page that is NOT one of your immediate        Sub-Pages THEN a change request RO will be sent to and must be        Accepted by the potential new Task Performer or Manager. (b) All        other Task Performer or Manager changes will be sent (via an RO)        to the Task Manager for approval and if necessary final        Acceptance must be received from the potential new Task        Performer or Manager. (Final Acceptance from the ultimate        “Recipient” is required IF they are Not the Task Manager's        immediate Sub-Page, the immediate Sub-Page of the Request        Initiator or the Request initiator (?Task Manager? for performer        or does this go to RO1ChangeTaskPerformer)

Although specific embodiments have been illustrated and describedherein, it will be appreciated by those of ordinary skill in the artthat a wide variety of alternate and/or equivalent implementations maybe substituted for the specific embodiments shown and described withoutdeparting from the scope of the present invention. This application isintended to cover any adaptations or variations of the embodimentsdiscussed herein.

1. A computer-implemented method of creating an organizational task, themethod comprising: creating a representation of a rule-basedorganization's structure; obtaining an identifier for the organizationaltask; identifying a performer of the organizational task; identifying amanager of the organizational task; and wherein the responsibilities forthe organizational task are assigned within said representation of arule-based organization's structure based upon said performer, saidmanager and predetermined rules.
 2. The method of claim 1, whereinassigning the task is determined by an accessor's relationship withinorganization to said performer.
 3. The method of claim 2, wherein a taskassignment may be contested if an assignor lacks authority.
 4. Themethod of claim 3, wherein a contestable task is assigned to theassignor if contested.
 5. The method of claim 1, wherein assigning thetask is determined by an accessor's relationship within organization tosaid manager.
 6. The method of claim 5, wherein a task assignment may becontested if an assignor lacks authority.
 7. The method of claim 6,wherein a contestable task is assigned to the assignor if contested. 8.The method of claim 1, further comprising identifying a team associatedwith said task.
 9. The method of claim 8, wherein assigning the task isdetermined by an accessor's relationship to a team associated with saidtask.
 10. The method of claim 1, wherein creating a representation of arule-based organization's structure comprises determining relationshipsbetween a plurality of task performers and at least one task managerwithin the rule-based organization.
 11. A computing apparatus having aprocessor and a memory having computer executable instructions, whichwhen executed by said processor perform the method of claim
 1. 12. Acomputer readable medium having computer-executable instructions, which,when executed, perform the method of claim
 1. 13. A computer-implementedmethod of accessing an organizational task, the method comprising:creating a representation of a rule-based organization's structure;locating an identifier for the organizational task; thereby identifyinga performer and a manager of the organizational task; wherein theresponsibilities for the organizational task are assigned within saidrepresentation of a rule-based organization's structure based upon saidperformer, said manager and predetermined rules; and accessing arepresentation of the task.
 14. The method of claim 13, furthercomprising performing an action of the task selected from at least oneof: Create, View, Modify, Move and Delete.
 15. The method of claim 14,wherein an unauthorized attempt to perform an action on the task willtrigger a request to perform the action to an authorized user withinsaid rule-based organization.
 16. The method of claim 15, wherein theauthorized user is identified in said rule-based organization'sstructure.
 17. The method of claim 15, wherein the authorized user isthe task manager of the task.
 18. A computing apparatus having aprocessor and a memory having computer executable instructions, whichwhen executed by said processor perform the method of claim
 1. 19. Acomputer readable medium having computer-executable instructions, which,when executed, perform the method of claim 1.